RIA Intel›Advisers›Colorado›OLBERDING, ARLEN THOMAS

OLBERDING, ARLEN THOMAS

Advisory

FORT COLLINS, CO

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

Average account

$241K

across 126 accounts

AUM per adviser

$30M

1 advisers

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

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients52

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, KS, WY

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

52 clients

9 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.

PARTNERS CAPITAL MANAGEMENT, INC.

$30M

OATLEY & DIAK, LLC.

$30M

ONE BRICK PLANNING & CONSULTING, LLC

GREENWOOD VILLAGE, CO

$31M

SHERWOOD INVESTMENT MANAGEMENT LLC

$30M

THREE WATERS FINANCIAL, LLC

$31M

THIRD DAY CAPITAL MANAGEMENT, LLC

$30M

Get the full picture on OLBERDING, ARLEN THOMAS

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

Create a free account →See plans