W
Woolly Mammoth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,257,161
Clients
2
100% 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
2
Very LowAverage account size
$2,628,581
About
Woolly Mammoth, LLC provides discretionary portfolio management and financial advice to individuals, families, small businesses, and trusts, managing approximately $5.3 million in client assets for a very small client base. The firm delivers tailored portfolios and permits clients to impose written restrictions on individual securities or sectors subject to the firm’s approval.
The firm’s investment approach is built on modern portfolio theory and combines both fundamental and technical analysis, including momentum indicators and moving-average signals, to set asset allocation and timing decisions. Portfolios may include exchange-listed stocks, mutual funds, ETFs, bonds, stock options, margin/leveraged products, and—on rare occasions—private placement offerings, and the adviser operates with discretionary trading authority for clients’ accounts.
Notable differentiators include its recent establishment and initial ADV filing, a compact client roster relative to its assets under management, and the use of fee deduction from client custody accounts (constructive custody) with limited reporting beyond custodian statements. The firm also discloses significant outside business activities of its principal—managing websites and private investments—which are monitored for conflicts and identified as requiring a substantial monthly time commitment.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Passive / index investing
Fee options
1.25% annualized of assets under management, billed monthly in arrears
Main office location
Woolly Mammoth, LLC
Colorado Springs CO, United States
Number of offices
1
Most active in
Woolly Mammoth, 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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