RIA Intel›Advisers›Colorado›CAUSEY DEMGEN & MOORE P.C.

CAUSEY DEMGEN & MOORE P.C.

Advisory

N·DENVER, CO

Data as of Sep 28, 2023 · Source: SEC Form ADV

Total AUM

$436M

1-Year AUM Growth

+37.2%

3-Year CAGR

+19.9%

Employees

9

Assets Under Management

Total AUM$436M

Discretionary AUM$421M

Non-Discretionary AUM$15M

Discretionary %96.5%

Total Clients—

Team

Total Employees9

Investment Advisers58

Employee Growth (1Y)—

Filing History

Total Filings on Record34

First FilingApr 26, 2001

Latest FilingSep 28, 2023

🔒 Full AUM trend chart and 34 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CAUSEY DEMGEN & MOORE P.C.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.