Asset Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,103,786
Total clients
58
14% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
58
Average account size
$208,686
About
Asset Solutions serves individual investors and small-business retirement plans, delivering discretionary active portfolio management across individual, joint, trust, and IRA accounts. The firm implements portfolios primarily with ETFs, mutual funds, individual equities and fixed income, and notifies clients that it acts as a fiduciary when advising retirement accounts.
The firm’s investment approach is a market‑timing, active strategy that combines technical, cyclical and fundamental analysis to monitor the business cycle and rotate into sectors it considers to offer stronger risk‑adjusted returns. Portfolios can be concentrated in only a few sectors (and may be held entirely in cash during periods of elevated market risk); the manager may also use short funds, leveraged instruments, options and margin as part of hedging or directional strategies.
A notable distinction for a solo independent advisor is the availability of a performance‑based fee option for qualified clients that pairs a fixed fee component with a performance share calculated against a high‑water mark, with the firm managing performance‑fee and non‑performance‑fee accounts side‑by‑side. The adviser generally accepts larger accounts at its discretion, does not offer financial planning as a standalone service, and participates in an institutional custodian program that provides research and other benefits to the firm.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $250,000: 2.00% $250,000.01 - $500,000: 1.75% $500,000.01 - $1,000,000: 1.50% $1,000,000.01+: 1.25%
10% of net account growth above high water mark; fixed component 1% per annum
Account minimum: $100,000
Main office location
Asset Solutions
Louisville CO, United States
Number of offices
1
Most active in
Asset Solutions has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Louisiana · 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
Quick links
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