Financial Mountain Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Boulder, CO. Its latest Form ADV filing, dated December 22, 2025, reports $111M in regulatory assets under management, 2 employees, and 449 accounts.
Assets Under Management
$111M
Employees
2
Offices
--
Total Clients
127
Primary office
BOULDER, CO
1035 PEARL STREET SUITE 414, BOULDER, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.9% of total clients.
Top client categories% of clientsClients
1
Individuals
70.9%
90
2
HNWI
29.1%
37
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$111Mas of December 22, 2025
Discretionary100.0%
$111M
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$111M
Total Accounts449
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee64:1
10Y Employee Change—
* 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.