Lybis Investing
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,943,828
Clients
15
47% 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
15
LowAverage account size
$329,589
About
Lybis Investing, LLC is a Colorado-registered, single-advisor investment management firm that provides discretionary portfolio management, financial planning, and ad hoc consulting to individuals, high-net-worth clients, trusts, estates, small businesses, and charitable organizations. The firm advises on a range of instruments including mutual funds, ETFs, equities, bonds, treasuries, options, REITs and private funds and documents client objectives in an Investment Policy Statement before managing accounts.
The firm uses a defined investment process centered on asset allocation and typically employs passive index ETF strategies while explicitly layering sustainability factors; ESG scores are analyzed alongside macroeconomic indicators to guide asset selection. Clients complete a detailed questionnaire covering finances, risk tolerance and values, and the firm conducts routine monitoring with semi-annual reviews and quarterly reporting.
Noteworthy features in the brochure include regular educational workshops for clients and guests and an explicit focus on integrating sustainability metrics into portfolio construction, services that are less common among solo independent advisers. The firm also notes it can include alternative vehicles such as private funds and REITs in portfolios while reserving that certain illiquid securities are not considered managed assets.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
ESG / Sustainable investing
Passive / index investing
Real estate investing
Fee options
$1,000 to $10,000 for Financial Planning Services
$0 - $500,000: 0.75% $500,000 - $1,000,000: 0.60% $1,000,000+: 0.50%
$100 to $300 per planner-hour
Account minimum: $25,000
Main office location
Lybis Investing
Broomfield CO, United States
Number of offices
1
Most active in
Lybis Investing 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
Quick links
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