Consilium, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boulder, CO. Its latest Form ADV filing, dated March 24, 2026, reports $215M in regulatory assets under management, 1 employee, and 54 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
12
2
HNWI
29.2%
7
3
Pension Plans
20.8%
5
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$215Mas of March 24, 2026
Discretionary25.0%
$54M
25% of total RAUM25.0%
Non-discretionary75.0%
$161M
75% of total RAUM75.0%
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$215M
Total Accounts54
10Y AUM Change+$215M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee24:1
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.