RIA Intel›Advisers›Colorado›THE CONNOLLY CORPORATION

THE CONNOLLY CORPORATION

Advisory

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account

$539K

across 29 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients30

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

30 clients

1 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.

AGGER CAPITAL MANAGEMENT, LLC

ENGLEWOOD, CO

$16M

INCLINE CAPITAL MANAGEMENT, LLC

$16M

HACKETT CAPITAL MANAGEMENT, LLC

DENVER, CO

$16M

JOURNEY CAPITAL ADVISERS, LLC

$15M

GLADSTONE FINANCIAL LLC

$15M

RESET FINANCIAL PLANNING LLC

FORT COLLINS, CO

$16M

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