RIA Intel›Advisers›Colorado›ADAGE INVESTMENT ADVISORS, L.L.C.

ADAGE INVESTMENT ADVISORS, L.L.C.

Advisory

Data as of Jan 6, 2026 · Source: SEC Form ADV

Average account

$1M

across 13 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 6, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

6 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

DELAGIFY FINANCIAL, LLC

$14M

UPSLOPE CAPITAL MANAGEMENT, LLC

$15M

CORNERSTONE FINANCIAL PLANNING, LLC

$15M

GORHAM WEALTH MANAGEMENT, LLC

GOLDEN, CO

$14M

NORTON-BARKLEY ASSET MANAGEMENT,LLC

$14M

O'ROURKE FINANCIAL LLC

LITTLETON, CO

$15M

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