Bespoke Advisory is an SEC registered investment adviser organized as a limited liability company with a primary office location in Evergreen, CO. Its latest Form ADV filing, dated April 3, 2026, reports $284M in regulatory assets under management, 9 employees, 1 office, and 16 accounts.
Assets Under Management
$284M
Employees
9
Offices
1 office
Total Clients
16
Primary office
EVERGREEN, CO
32065 CASTLE COURT SUITE 250 A, EVERGREEN, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
8
2
Charitable
18.8%
3
3
Corporations
18.8%
3
4
Irrevocable Trusts/Estates
12.5%
2
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$284Mas of April 3, 2026
Discretionary99.6%
$283M
100% of total RAUM99.6%
Non-discretionary0.4%
$1M
0% of total RAUM0.4%
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$284M
Total Accounts16
10Y AUM Change+$284M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee2:1
10Y Employee Change+5 (+125.0%)
* 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.