RIA Intel›Advisers›Colorado›MARGIN, LLC

MARGIN, LLC

Advisory

DENVER, CO

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in CO

#608

of 720 advisers by AUM

Average account

$522K

across 128 accounts

AUM per adviser

$67M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$67M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$67M

Discretionary AUM$66M

Non-Discretionary AUM$1M

Discretionary %98.4%

Total Clients27

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, TX

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

27 clients

17 high-net-worth

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.

WAKEFIELD ADVISORS, LLC

$66M

RESOURCE DESIGN, INC.

$66M

PRESIDIO ADVISORS, LLC

$66M

MIFI WEALTH, LLC

$66M

CAMPBELL ROBERT LOGAN

$68M

GEORDAN CAPITAL MANAGEMENT LLC

GREENWOOD VILLAGE, CO

$66M

Get the full picture on MARGIN, LLC

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

Create a free account →See plans