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Firm profile

Icon Advisers, Inc..

GREENWOOD VILLAGE, COCRD 108268Latest ADV May 26, 2026

Icon Advisers, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Greenwood Village, CO. Its latest Form ADV filing, dated March 13, 2026, reports $876M in regulatory assets under management, 14 employees, and 297 accounts.

Assets Under Management
$876M
Employees
14
Offices
--
Total Clients
297
Primary office
GREENWOOD VILLAGE, CO
8480 E ORCHARD ROAD, SUITE 1200, GREENWOOD VILLAGE, CO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOBrian T. Callahan

Advisory services offered

4 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 95.3% of total clients.
Top client categories% of clientsClients
1
Individuals
95.3%
283
2
HNWI
2.4%
7
3
Investment Cos.
2.4%
7

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$876Mas of May 26, 2026
Discretionary100.0%
$876M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$876M
Total Accounts297
10Y AUM Change$-1.6B (-64.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees14
Clients per Employee21:1
10Y Employee Change-22 (-61.1%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.