COLORADO SPRINGS, COCRD 109036Latest ADV April 17, 2026
First Affirmative Financial Network LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Colorado Springs, CO. Its latest Form ADV filing, dated April 17, 2026, reports $905M in regulatory assets under management, 23 employees, 8 offices, and 2,327 accounts.
Assets Under Management
$905M
Employees
23
Offices
8 offices
Total Clients
2,327
Primary office
COLORADO SPRINGS, CO
5475 MARK DABLING BOULEVARD, SUITE 320, COLORADO SPRINGS, CO, United States
Top client segmentHNWI represent 55.0% of total clients.
Top client categories% of clientsClients
1
HNWI
55.0%
1,280
2
Individuals
42.8%
995
3
Charitable
1.0%
23
4
Corporations
0.6%
15
5
Pension Plans
0.6%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$905Mas of April 17, 2026
Discretionary79.1%
$716M
79% of total RAUM79.1%
Non-discretionary20.9%
$189M
21% of total RAUM20.9%
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$905M
Total Accounts2,327
10Y AUM Change+$72M (+8.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee101:1
10Y Employee Change-12 (-34.3%)
* 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.