Tucker Asset Management 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 April 21, 2026, reports $604M in regulatory assets under management, 80 employees, 60 offices, and 3,217 accounts.
Assets Under Management
$604M
Employees
80
Offices
60 offices
Total Clients
2,960
Primary office
LITTLETON, CO
1520 WEST CANAL COURT, SUITE 100, LITTLETON, CO, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 98.0% of total clients.
Top client categories% of clientsClients
1
Individuals
98.0%
2,900
2
HNWI
1.5%
43
3
Pension Plans
0.6%
17
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$604Mas of April 21, 2026
Discretionary88.1%
$532M
88% of total RAUM88.1%
Non-discretionary11.9%
$72M
12% of total RAUM11.9%
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.
Total AUM$604M
Total Accounts3,217
10Y AUM Change+$581M (+2579.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees80
Clients per Employee37:1
10Y Employee Change+52 (+185.7%)
* 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.