RIA Intel›Advisers›Colorado›BARNAI ASSET MANAGEMENT, LLC

BARNAI ASSET MANAGEMENT, LLC

Advisory

CO

Data as of Jan 9, 2026 · Source: SEC Form ADV

Average account
$257K
across 84 accounts
AUM per adviser
$22M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 9, 2026.

Total AUM
$22M
Discretionary %
100%
Clients
31
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$22M
Discretionary AUM$22M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients31
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

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

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5280 WEALTH MANAGEMENT LLC
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$22M
MONTGOMERY WEALTH MANAGEMENT, LLC
PAGOSA SPRINGS, CO
$22M
SAMPLE FINANCIAL ADVISERS, LLC
FORT COLLINS, CO
$21M
ZESTINY WEALTH, LLC
$21M

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