RIA Intel›Advisers›Colorado›GLADSTONE FINANCIAL LLC

GLADSTONE FINANCIAL LLC

Advisory

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account

$275K

across 56 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$0

Non-Discretionary AUM$15M

Discretionary %0%

Total Clients20

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, CO

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

20 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.

JOURNEY CAPITAL ADVISERS, LLC

$15M

AGGER CAPITAL MANAGEMENT, LLC

ENGLEWOOD, CO

$16M

THE CONNOLLY CORPORATION

$16M

CEDAR PEAK WEALTH ADVISORS LLC

$15M

INCLINE CAPITAL MANAGEMENT, LLC

$16M

HACKETT CAPITAL MANAGEMENT, LLC

DENVER, CO

$16M

Get the full picture on GLADSTONE FINANCIAL LLC

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

Create a free account →See plans