RIA Intel›Advisers›Colorado›SEMROD CAPITAL LLC

SEMROD CAPITAL LLC

Advisory

CO

Data as of Aug 19, 2026 · Source: SEC Form ADV

Average account

$506K

across 41 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 19, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$12M

Non-Discretionary AUM$9M

Discretionary %57.1%

Total Clients21

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, 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

21 clients

10 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.

BRICKSTER CAPITAL LLC

$21M

$21M

JUPITER ASSET MANAGEMENT US LLC

$21M

SIMMONS INVESTMENT MANAGEMENT LLC

$21M

BOULDER CANYON FINANCIAL PARTNERS, LLC

$20M

NICKERSON, ERIC JAMES

$21M

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