Prudent Man Investment Management is an SEC registered investment adviser organized as a corporation with a primary office location in Lousiville, CO. Its latest Form ADV filing, dated March 16, 2026, reports $390M in regulatory assets under management, 4 employees, and 762 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.7% of total clients.
Top client categories% of clientsClients
1
Individuals
55.7%
137
2
HNWI
43.1%
106
3
Pension Plans
1.2%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$390Mas of March 16, 2026
Discretionary96.3%
$376M
96% of total RAUM96.3%
Non-discretionary3.7%
$14M
4% of total RAUM3.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$390M
Total Accounts762
10Y AUM Change+$200M (+105.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee62:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.