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Amazonite Investments LLC

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Client assets under management

$6,300,000

Clients

66

0% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

33

Low

Average account size

$95,455

About

Amazonite Investments provides discretionary and non-discretionary asset management along with financial planning and consulting to individuals and business entities, generally requiring a $500,000 account minimum; its Form ADV lists $6.3 million in assets under management and roughly 66 clients as of December 31, 2025. Services include ongoing portfolio management based on documented goals, time horizons, and risk tolerance, with planning deliverables and consultations available on an hourly or fixed‑fee basis.

The firm relies on a mix of fundamental, technical and cyclical analysis to construct client portfolios and documents client objectives and restrictions in an investment profile or similar form. Amazonite’s stated strategies include trading and option writing (including covered options), and the brochure explicitly discusses the additional risks associated with options and other derivative instruments.

Distinctive features in the brochure include a recent material‑change disclosure (cover‑page contact information and an AUM update) and disclosure that the firm may receive soft‑dollar benefits tied to its recommended custodian, Charles Schwab. The firm also does not vote client proxies (clients receive proxies directly from custodians) and conducts quarterly account reviews overseen by its chief compliance officer, practices that differ from many peers.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies

Fee options

Fixed

Financial planning flat fee between $3,000 and $10,000

Percentage

$0 - $250,000: 1.81% annually $250,000.01 - $500,000: 1.53% annually $500,000.01 - $1,000,000: 1.35% annually $1,000,000.01 - $2,500,000: 1.00% annually $2,500,000.01 - $5,000,000: 0.85% annually $5,000,000.01 - $10,000,000: 0.60% annually $10,000,000.01 - $20,000,000: 0.50% annually $20,000,000.01+: 0.35% annually

Project-based

$250 per hour for financial planning

Other

Account minimum: $500,000 Fee-only: Hourly fee of $250 per hour; Fixed fees between $3,000 and $10,000 for financial planning

Main office location

Amazonite Investments LLC

Fort Collins CO, United States

Number of offices

2

Most active in

More info

Colorado · Louisiana · Mississippi · Tennessee · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

X 202-840-8951

Advisors at this firm

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user avatar

Willie G

Series 66

Fort Collins, CO

Amazonite Investments LLC

Willie Glover is a financial advisor at Amazonite Investments LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and in roles outside finance, including music and coaching. Amazonite Investments provides discretionary and non-discretionary asset management and financial planning services to individuals and business entities, including high-net-worth clients. The firm employs a combination of fundamental, technical, and cyclical analysis and may incorporate active trading strategies such as option writing and covered calls.

Options & derivatives strategies
user avatar

Rodney M

Series 66

Irving, TX

Amazonite Investments LLC

Rodney Mc Cauley is a financial advisor with Amazonite Investments LLC, holding a Series 66 designation and five years of industry experience. He has held roles at multiple firms including JP Morgan Securities LLC and Eagle Strategies LLC, and has operated as a sole proprietor since 2000. Outside of finance, he is involved with Golden Gate Funeral Home as an employee and contractor. Amazonite Investments provides discretionary and non-discretionary asset management and financial planning services to individuals and business entities, including high-net-worth clients. The firm utilizes fundamental, technical, and cyclical analysis and may employ active trading strategies such as option writing and covered calls.

Options & derivatives strategies
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