A
Ardent Investors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,184,161
Clients
26
27% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
26
TypicalAverage account size
$737,852
About
Ardent Investors, LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and financial planning to individual and high-net-worth clients. As of March 2026 the firm managed approximately $19.2 million across about 26 client relationships and does not offer wrapped fee programs.
The firm employs an active investment approach using a blend of fundamental, technical, cyclical and charting analyses to build diversified portfolios across mutual funds, ETFs/ETNs, individual equities, fixed income, MLPs and REITs. Portfolios may include derivative-based strategies — including covered calls, cash‑covered puts and purchased options for hedging or investment purposes — and the firm permits hedges such as inverse ETFs when deemed appropriate.
What is distinctive for this adviser relative to most independent peers is the explicit use of derivatives in separately managed accounts, a practice that is relatively uncommon among firms of this type. The sole advisor holds a CFA charter and a law degree, operates with a small client base, and requires client custody with a large institutional custodian, which influences the firm’s trade execution, reporting, and operational arrangements.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Debt management
General retirement planning
Social Security optimization
Active portfolio management
Fee options
$0 - $499,999: 1.00% annually $500,000 - $999,999: 0.90% annually $1,000,000+: 0.50% annually
Fee-only: Fixed fee for financial planning services ranging from $1,000 to $8,000 depending on complexity
Main office location
Ardent Investors, LLC
Colorado Springs CO, United States
Number of offices
1
Most active in
Ardent Investors, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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