RIA Intel›Advisers›Colorado›OATLEY & DIAK, LLC.

OATLEY & DIAK, LLC.

Advisory

PARKER, CO

Data as of Feb 13, 2026 · Source: SEC Form ADV

Average account

$231K

across 132 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 13, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$569K

Discretionary %98.1%

Total Clients44

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

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

44 clients

44 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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