Michaud Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 30, 2026, reports $2.4B in regulatory assets under management, 19 employees, and 101 accounts.
Assets Under Management
$2.4B
Employees
19
Offices
--
Total Clients
32
Primary office
DENVER, CO
200 FILLMORE STREET, SUITE 300, DENVER, CO, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentFAMILY OFFICE represent 56.3% of total clients.
Top client categories% of clientsClients
1
FAMILY OFFICE
56.3%
18
2
HNWI
37.5%
12
3
Charitable
6.3%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.4Bas of March 30, 2026
Discretionary19.2%
$469M
19% of total RAUM19.2%
Non-discretionary80.8%
$2.0B
81% of total RAUM80.8%
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.
Total AUM$2.4B
Total Accounts101
10Y AUM Change+$1.4B (+140.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee2:1
10Y Employee Change+12 (+171.4%)
* 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.