RIA Intel›Advisers›Arizona›CONSPECTA CAPITAL, LLC

CONSPECTA CAPITAL, LLC

Advisory

AZ

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

Average account
$183K
across 13 accounts
AUM per adviser
$2M
1 adviser

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

Total AUM
$2M
Discretionary %
100%
Clients
8
Employees
1

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$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients8
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

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

KOLOMICHUK, KEITH, ADAM
TUCSON, AZ
$2M
PURPLE MOUNTAIN INVESTMENT ADVISORS LLC
$3M
MICHAEL FULCHER
$3M
OMNI INVESTMENT SOLUTIONS LLC
MESA, AZ
$3M
MARTIN FINANCIAL SOLUTIONS, LLC
$2M
FORWARD FINANCIAL PLANNING LLC
PHOENIX, AZ
$3M

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