RIA IntelAdvisersColoradoADELMANN FINANCIAL, INC.

ADELMANN FINANCIAL, INC.

Advisory

COLORADO SPRINGS, CO

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in CO
#513
of 720 advisers by AUM
AUM change, 1 year
-0.2%
32nd percentile in CO
AUM CAGR, 3 year
-0.0%
compound annual growth
Average account
$311K
across 340 accounts
AUM per adviser
$53M
2 advisers
Filing history
7
filings since 2008

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM
$106M
1-Year AUM Growth
-0.2%
3-Year CAGR
-0.0%
Employees
3
Assets Under Management
Total AUM$106M
Discretionary AUM$99M
Non-Discretionary AUM$7M
Discretionary %93.5%
Total Clients127
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)
Filing History
Total Filings on Record7
First FilingJun 27, 2008
Latest FilingMar 10, 2026
Full AUM trend chart and 7 historical filings spanning 18+ years
Included with Pro
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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