MONTROSE, COCRD 299627Latest ADV February 19, 2026
Cimarron Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Montrose, CO. Its latest Form ADV filing, dated February 19, 2026, reports $327M in regulatory assets under management, 13 employees, 3 offices, and 574 accounts.
Top client segmentIndividuals represent 83.6% of total clients.
Top client categories% of clientsClients
1
Individuals
83.6%
478
2
HNWI
12.9%
74
3
Pension Plans
1.7%
10
4
Corporations
1.7%
10
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$327Mas of February 19, 2026
Discretionary94.0%
$308M
94% of total RAUM94.0%
Non-discretionary6.0%
$20M
6% of total RAUM6.0%
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$327M
Total Accounts574
10Y AUM Change+$327M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee44:1
10Y Employee Change+2 (+18.2%)
* 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.