FORT COLLINS, COCRD 283890Latest ADV March 23, 2026
Fpfoco 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 23, 2026, reports $152M in regulatory assets under management, 4 employees, and 471 accounts.
Assets Under Management
$152M
Employees
4
Offices
--
Total Clients
119
Primary office
FORT COLLINS, CO
375 E. HORSETOOTH RD., BLDG. 3, STE. 203, FORT COLLINS, CO, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.5% of total clients.
Top client categories% of clientsClients
1
Individuals
65.5%
78
2
HNWI
34.5%
41
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$152Mas of March 23, 2026
Discretionary99.0%
$150M
99% of total RAUM99.0%
Non-discretionary1.0%
$2M
1% of total RAUM1.0%
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$152M
Total Accounts471
10Y AUM Change+$50M (+49.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee30:1
10Y Employee Change+1 (+33.3%)
* 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.