Cdp Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Littleton, CO. Its latest Form ADV filing, dated March 25, 2026, reports $100M in regulatory assets under management, 2 employees, and 257 accounts.
Assets Under Management
$100M
Employees
2
Offices
--
Total Clients
110
Primary office
LITTLETON, CO
26 W. DRY CREEK CIRCLE, SUITE 460, LITTLETON, CO, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.2% of total clients.
Top client categories% of clientsClients
1
Individuals
78.2%
86
2
HNWI
21.8%
24
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$100Mas of March 25, 2026
Discretionary100.0%
$100M
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$100M
Total Accounts257
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 Employee55:1
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.