RIA Intel›Advisers›Colorado›PHOENIX FISCAL INC

PHOENIX FISCAL INC

Advisory

COLORADO SPRINGS, CO

Data as of Jun 12, 2026 · Source: SEC Form ADV

Average account

$56K

across 153 accounts

AUM per adviser

$4M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 12, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients93

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO, OH, 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

93 clients

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.

AMERICAN ADVISORS CORP

AURORA, CO

$9M

ROADS CAPITAL LLC

$8M

BETTER POCKETS FINANCIAL LLC

FORT COLLINS, CO

$8M

FORESIGHT MANAGEMENT CO., INC.

$9M

RELIANT CAPITAL MANAGEMENT, LLC

$9M

PLAN & ACT PENSION ADVISORS

$8M

Get the full picture on PHOENIX FISCAL INC

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

Create a free account →See plans