GREENWOOD VILLAGE, COCRD 108268Latest ADV March 13, 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
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 March 13, 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.
Latest 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%)
* 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.