RIA Intel›Advisers›Colorado›SHALLER, DOUGLAS RUBOY

SHALLER, DOUGLAS RUBOY

Advisory

CO

Data as of Feb 16, 2026 · Source: SEC Form ADV

Average account

$2M

across 11 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$0

Non-Discretionary AUM$19M

Discretionary %0%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

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

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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BALANCED WEALTH PARTNERS LLC

FORT COLLINS, CO

$20M

JONES LAWRENCE MASSEY

$19M

STRONGHAVEN CAPITAL LLC

$19M

CM20 WEALTH MANAGEMENT, LLC

$20M

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