RIA Intel›Advisers›Colorado›NORMANDY CAPITAL MANAGEMENT, LLC

NORMANDY CAPITAL MANAGEMENT, LLC

Advisory

LAKEWOOD, CO

Data as of Feb 27, 2026 · Source: SEC Form ADV

Rank in CO

#606

of 720 advisers by AUM

Average account

$371K

across 183 accounts

AUM per adviser

$14M

5 advisers

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM

$68M

Discretionary %

100%

Clients

182

Employees

5

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$68M

Discretionary AUM$68M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients182

Team

Total Employees5

Investment Advisers5

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

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

182 clients

35 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.

CAMPBELL ROBERT LOGAN

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+13.3% 1Y

CASTLE PINES INVESTMENT MANAGEMENT LLC

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MARGIN, LLC

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$67M

PARK HILL FINANCIAL PLANNING & INVESTMENT MANAGEMENT, LLC

$69M

WAKEFIELD ADVISORS, LLC

GOLDEN, CO

$66M

-42.1% 1Y

RESOURCE DESIGN, INC.

$66M

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