Elderado Financial, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Montrose, CO. Its latest Form ADV filing, dated February 9, 2026, reports $237M in regulatory assets under management, 5 employees, and 1,071 accounts.
Assets Under Management
$237M
Employees
5
Offices
--
Total Clients
413
Primary office
MONTROSE, CO
1030 S. TOWNSEND AVE, SUITE A, MONTROSE, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.0% of total clients.
Top client categories% of clientsClients
1
Individuals
85.0%
351
2
HNWI
15.0%
62
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$237Mas of February 9, 2026
Discretionary100.0%
$237M
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$237M
Total Accounts1,071
10Y AUM Change+$114M (+91.9%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee83:1
10Y Employee Change0 (0.0%)
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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.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2021. Charts show the most recent available filing segment under this CRD.
* 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.