RIA Intel›Advisers›Colorado›FINANCIAL STAGES, LLC

FINANCIAL STAGES, LLC

Advisory

CO

Data as of Jun 23, 2026 · Source: SEC Form ADV

Rank in CO
#621
of 720 advisers by AUM
Average account
$142K
across 451 accounts
AUM per adviser
$21M
3 advisers
Filing history
21
filings since 2011

Source: SEC Form ADV. Figures as filed Jun 23, 2026.

Total AUM
$64M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$64M
Discretionary AUM$0
Non-Discretionary AUM$64M
Discretionary %0%
Total Clients82
Team
Total Employees4
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record21
First FilingNov 10, 2011
Latest FilingJun 23, 2026
Full AUM trend chart and 21 historical filings spanning 15+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO, FL, MI, OH, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

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

MARATHON INVESTMENT MANAGEMENT, INC.
GREENWOOD VILLAGE, CO
$64M
+0.3% 1Y
SCENIC WEALTH MANAGEMENT, LLC
$64M
COACHMAN ENERGY PARTNERS LLC
GREENWOOD VILLAGE, CO
$64M
+1.5% 1Y
BERMAN, YAGIL
BOULDER, CO
$64M
NARROW PATH FINANCIAL INC.
$65M
SUMMERS VALUE PARTNERS LLC
DENVER, CO
$63M

Get the full picture on FINANCIAL STAGES, LLC

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

Create a free account →See plans