RIA Intel›Advisers›Colorado›HOLDEN, DOUGLAS K

HOLDEN, DOUGLAS K

Advisory

CO

Data as of Mar 7, 2026 · Source: SEC Form ADV

Average account

$237K

across 72 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 7, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients24

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCO, NC

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

24 clients

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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BEACON LIGHT FINANCIAL SERVICES, LLC

HIGHLANDS RANCH, CO

$17M

SOBEL FINANCIAL LLC

$17M

LEGACY FINANCIAL, LTD

$17M

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