RIA Intel›Advisers›Colorado›SOBEL FINANCIAL LLC

SOBEL FINANCIAL LLC

Advisory

DENVER, CO

Data as of Mar 9, 2026 · Source: SEC Form ADV

Average account
$135K
across 123 accounts
AUM per adviser
$17M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM
$17M
Discretionary %
0%
Clients
53
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$17M
Discretionary AUM$0
Non-Discretionary AUM$17M
Discretionary %0%
Total Clients53
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

LEGACY FINANCIAL, LTD
$17M
BEACON LIGHT FINANCIAL SERVICES, LLC
HIGHLANDS RANCH, CO
$17M
SALIDA FINANCIAL ADVICE AND PLANNING LLC
SALIDA, CO
$16M
SWEATER INDUSTRIES LLC
BOULDER, CO
$16M
+20.4% 1Y
MARGOLIS DAVID INC
DENVER, CO
$17M
-82.1% 1Y
FINANCIAL PLANNING CENTERS OF AMERICA, INC.
ARVADA, CO
$16M

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