RIA Intel›Advisers›Colorado›MOUNTAINAIRE FINANCIAL STRATEGIES LLC

MOUNTAINAIRE FINANCIAL STRATEGIES LLC

Advisory

CO

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$123K

across 240 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$29M

Non-Discretionary AUM$364K

Discretionary %98.8%

Total Clients58

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, SD

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

58 clients

28 high-net-worth

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.

STEBBINS & ASSOCIATES LLC

$30M

BASKIN FINANCIAL PLANNING LLC

$29M

YIELD MANAGEMENT CO LLC

$29M

GATEWAY FINANCIAL STRATEGIES LLC

$30M

PLAN TO INVEST CAPITAL MANAGEMENT, INC.

GREENWOOD VILLAGE, CO

$30M

LOCHLAND MANAGEMENT COMPANY

FORT COLLINS, CO

$30M

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