RIA Intel›Advisers›New Mexico›COUNTER. LLC

COUNTER. LLC

Advisory

NM

Data as of Feb 27, 2026 · Source: SEC Form ADV

Average account

$92K

across 6 accounts

AUM per adviser

$550K

1 advisers

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM

$550K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$550K

Discretionary AUM$550K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNM

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

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

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Advisers of similar size in NM

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

CARPENTER KRAIG LEE

$746K

HANSEATIC MANAGEMENT, INC.

ALBUQUERQUE, NM

$750K

ROBINSON WEALTH AND FINANCIAL PLANNING LLC

$303K

REDW STANLEY WEALTH ADVISORS, LLC

ALBUQUERQUE, NM

$1M

SML ADVISORY LLC

$1M

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