RIA Intel›Advisers›Montana›COCREATE FINANCIAL LLC

COCREATE FINANCIAL LLC

Advisory

BOZEMAN, MT

Data as of Feb 2, 2026 · Source: SEC Form ADV

Average account

$119K

across 316 accounts

AUM per adviser

$13M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients112

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMT, TX

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

112 clients

28 high-net-worth

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

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