RIA Intel›Advisers›Colorado›PRESIDIO ADVISORS, LLC

PRESIDIO ADVISORS, LLC

Advisory

CO

Data as of Jun 17, 2026 · Source: SEC Form ADV

Rank in CO

#611

of 720 advisers by AUM

Average account

$236K

across 281 accounts

AUM per adviser

$66M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 17, 2026.

Total AUM

$66M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$66M

Discretionary AUM$66M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients38

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, CO, NY, TX

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

38 clients

26 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.

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GEORDAN CAPITAL MANAGEMENT LLC

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BULLWINKLE ALICE G CORP

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