RIA Intel›Advisers›Colorado›DVORCHAK FINANCIAL CORPORATION

DVORCHAK FINANCIAL CORPORATION

Advisory

CO

Data as of Mar 6, 2026 · Source: SEC Form ADV

Average account

$157K

across 29 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

14 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CO

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

FIELDS ASSET MANAGEMENT LLC

$5M

TRUE RICHES FINANCIAL PLANNING LLC

$5M

THRIVE FINANCIAL MANAGEMENT LLC

$5M

H & S FINANCIAL ADVISORS INC.

$4M

AXCENT PRIVATE CAPITAL, LLC

$4M

TIFIN GIVE INC.

$5M

Get the full picture on DVORCHAK FINANCIAL CORPORATION

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DVORCHAK FINANCIAL CORPORATION and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans