RIA Intel›Advisers›Colorado›ZECH, KEVIN L

ZECH, KEVIN L

Advisory

Data as of Jan 27, 2026 · Source: SEC Form ADV

Average account

$278K

across 36 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 27, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients19

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

19 clients

11 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.

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-8.6% 1Y

TEK-WISE FINANCIAL PLANNERS LLC

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KOMPASS FINANCIAL ADVISORS, INC.

$10M

ALPINE CAPITAL PARTNERS, LLC

$10M

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