RIA Intel›Advisers›Colorado›LACY CRONKHITE & COMPANY INC

LACY CRONKHITE & COMPANY INC

Advisory

CO

Data as of Aug 25, 2026 · Source: SEC Form ADV

Average account

$452K

across 24 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 25, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$0

Non-Discretionary AUM$11M

Discretionary %0%

Total Clients24

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO, TX

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.

INCOME MANAGEMENT COMPANY

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JAMES MORGAN ASSET MANAGEMENT, LLC

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CRYSTAL CAPITAL ADVISORS, LLC

$11M

ALPINE CAPITAL PARTNERS, LLC

$10M

GREENWOOD VILLAGE, CO

$12M

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