RIA IntelAdvisersColoradoSTUBBS INVESTMENTS, LLC

STUBBS INVESTMENTS, LLC

Advisory

CO

Data as of Jan 6, 2026 · Source: SEC Form ADV

Rank in CO
#656
of 720 advisers by AUM
Average account
$1M
across 35 accounts
AUM per adviser
$52M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 6, 2026.

Total AUM
$52M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$52M
Discretionary AUM$52M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients15
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
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.

REA CAPITAL MANAGEMENT, LLC
FORT COLLINS, CO
$52M
-8.2% 1Y
RBFS OUTSIDE SERVICES, INC.
COLORADO SPRINGS, CO
$52M
+51.5% 1Y
AFC TAX AND ACCOUNTING SERVICES, INC.
LAKEWOOD, CO
$51M
+3.0% 1Y
ROCKY MOUNTAIN PLANNING GROUP, INC
AVON, CO
$53M
-3.0% 1Y
SUMMIT WEALTH ASSET MANAGEMENT LLC
DENVER, CO
$51M
CHARLES EDMOND TOBLER
$53M

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