RIA Intel›Advisers›Colorado›FINESSE FUNDS, LLC

FINESSE FUNDS, LLC

Advisory

BASALT, CO

Data as of Jul 22, 2026 · Source: SEC Form ADV

Rank in CO

#639

of 720 advisers by AUM

Average account

$3M

across 21 accounts

AUM per adviser

$56M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 22, 2026.

Total AUM

$56M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$56M

Discretionary AUM$39M

Non-Discretionary AUM$17M

Discretionary %69%

Total Clients21

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

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

21 clients

6 high-net-worth

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.

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LAMPE FINANCIAL GROUP LLC

$57M

P.A. SCHOPEN & ASSOCIATES, LLC

$55M

SILVER LAKE ADVISORS, LLC

$57M

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