RIA Intel›Advisers›Colorado›DAVID B. PATSTON, CPA, CFA

DAVID B. PATSTON, CPA, CFA

Advisory

DENVER, CO

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in CO

#541

of 720 advisers by AUM

Average account

$816K

across 118 accounts

AUM per adviser

$96M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$96M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$96M

Discretionary AUM$84M

Non-Discretionary AUM$12M

Discretionary %87.1%

Total Clients51

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

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

51 clients

27 high-net-worth

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

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

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