RIA Intel›Advisers›Colorado›CORNBELT FINANCIAL, LLC

CORNBELT FINANCIAL, LLC

Advisory

DENVER, CO

Data as of Feb 22, 2023 · Source: SEC Form ADV

Average account

$88K

across 20 accounts

AUM per adviser

$587K

3 advisers

Source: SEC Form ADV. Figures as filed Feb 22, 2023.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients13

Team

Total Employees4

Investment Advisers3

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

13 clients

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.

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BASILIC LLC

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$2M

WP ASSET MANAGEMENT CORPORATION

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$2M

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