RIA Intel›Advisers›Colorado›CRYSTAL CAPITAL ADVISORS, LLC

CRYSTAL CAPITAL ADVISORS, LLC

Advisory

CO

Data as of Jan 20, 2026 · Source: SEC Form ADV

Average account

$2M

across 5 accounts

AUM per adviser

$6M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, CT, 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

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.

GREENWOOD VILLAGE, CO

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DENVER CAPITAL MANAGEMENT, INC.

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$11M

INVESTMENT FIDUCIARY PLANNERS, LLC

$12M

BOCK EVANS FINANCIAL COUNSEL, LTD

$12M

LACY CRONKHITE & COMPANY INC

$11M

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