FORT COLLINS, COCRD 277100Latest ADV March 27, 2026
Red Mountain Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Collins, CO. Its latest Form ADV filing, dated March 27, 2026, reports $184M in regulatory assets under management, 1 employee, and 350 accounts.
Assets Under Management
$184M
Employees
1
Offices
--
Total Clients
151
Primary office
FORT COLLINS, CO
1136 EAST STUART STREET, STE 4204, FORT COLLINS, 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 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.0% of total clients.
Top client categories% of clientsClients
1
HNWI
51.0%
77
2
Individuals
49.0%
74
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$184Mas of March 27, 2026
Discretionary75.5%
$139M
76% of total RAUM75.5%
Non-discretionary24.5%
$45M
24% of total RAUM24.5%
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$184M
Total Accounts350
10Y AUM Change+$38M (+26.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee151:1
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.