CENTENNIAL, COCRD 168408Latest ADV January 30, 2026
Fi401K Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Centennial, CO. Its latest Form ADV filing, dated January 30, 2026, reports $915M in regulatory assets under management, 2 employees, and 305 accounts.
Assets Under Management
$915M
Employees
2
Offices
--
Total Clients
305
Primary office
CENTENNIAL, CO
9137 EAST MINERAL CIRCLE, SUITE 210, CENTENNIAL, CO, United States
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
305
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$915Mas of January 30, 2026
Discretionary74.5%
$681M
74% of total RAUM74.5%
Non-discretionary25.5%
$234M
26% of total RAUM25.5%
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$915M
Total Accounts305
10Y AUM Change+$596M (+186.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee153:1
10Y Employee Change0 (0.0%)
* 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.