RIA Intel›Advisers›Colorado›BOULDER CANYON FINANCIAL PARTNERS, LLC

BOULDER CANYON FINANCIAL PARTNERS, LLC

Advisory

CO

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$230K

across 89 accounts

AUM per adviser

$20M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

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

20 clients

7 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.

CLEAR WATERS FINANCIAL PLANNING LLC

$20M

SPRINCZ ADVISORY GROUP, LLC

$20M

$21M

BRICKSTER CAPITAL LLC

$21M

SEMROD CAPITAL LLC

$21M

JUPITER ASSET MANAGEMENT US LLC

$21M

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