RIA Intel›Advisers›Colorado›VANN, THOMAS, DEANE

VANN, THOMAS, DEANE

Advisory

TEXAS CREEK, CO

Data as of Jul 23, 2026 · Source: SEC Form ADV

Average account

$290K

across 48 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 23, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients48

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

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

48 clients

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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BCM WEALTH MANAGEMENT, LLC.

$14M

LIFETIME WEALTH ADVISORS, LLC

GRAND JUNCTION, CO

$14M

THE BORNHOFT GROUP CORPORATION

$14M

MONEYCAFE ADVISORS, LLC

$14M

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