RIA Intel›Advisers›Colorado›FREDERICK HOLMES CRON

FREDERICK HOLMES CRON

Advisory

CO

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

Average account
$231K
across 55 accounts
AUM per adviser
$13M
1 adviser

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

Total AUM
$13M
Discretionary %
100%
Clients
31
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$13M
Discretionary AUM$13M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients31
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

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

WOLFF FINANCIAL ADVISORS, LLC
BROOMFIELD, CO
$13M
PURPOSE WEALTH LLC
$13M
ADVANTAGE FINANCIAL SERVICES, INC.
LITTLETON, CO
$13M
LEWIS WEALTH MANAGEMENT, LLC
LITTLETON, CO
$12M
BLUE ROOM INVESTMENT ADVISORS LLC
DENVER, CO
$12M
HOSKIN CAPITAL, LLC
$13M

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