RIA Intel›Advisers›Colorado›IVAN CAPITAL MANAGEMENT, INC.

IVAN CAPITAL MANAGEMENT, INC.

Advisory

CO

Data as of Jul 24, 2026 · Source: SEC Form ADV

Average account

$2M

across 9 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 24, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO, PA

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

9 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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$15M

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SERENITY ALTERNATIVE INVESTMENT MANAGEMENT, LLC

$15M

CEDAR PEAK WEALTH ADVISORS LLC

$15M

INTEGRITY FIRST FINANCIAL PLANNING LLC

$15M

O'ROURKE FINANCIAL LLC

$15M

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