Colver Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,973,690
Total clients
16
6% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$1,498,356
About
Colver Asset Management is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and ongoing investment advice to individual investors and trusts. The firm reports managing approximately $23.97 million across 16 client accounts and provides account monitoring, trade execution and quarterly performance reporting.
The firm pursues a long-term growth orientation and constructs individualized portfolios that may include equities, mutual funds, ETFs and fixed-income securities, using both fundamental and technical analysis in security selection. It operates with discretionary trading authority, conducts ongoing account reviews, and tailors portfolios to clients’ objectives, risk tolerance, time horizon and tax considerations.
What is distinctive is the firm’s very small client roster relative to its assets under management, which results in a higher average asset per client and concentrated, owner-managed oversight. The firm requires clients to use a designated custodian and discloses receipt of technology, research and other services from that custodian — an arrangement the brochure identifies as a potential conflict of interest — and advisory fees are deducted by the custodian, creating “constructive” custody for the firm.
Client services
Portfolio management
Expertise
Wealth management
Fee options
$0 - $2 million: 1.0% $2 million - $5 million: 0.75% $5 million+: 0.50%
Main office location
Colver Asset Management, LLC
Aspen CO, United States
Number of offices
1
Most active in
Colver Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
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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