RED MOUNTAIN FINANCIAL, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $184.4M |
| Discretionary | $139.3M76% of AUM |
| Non-Discretionary | $45.1M |
| Client Accounts | 350 |
| Avg Account Size | $527K |
| Employees | 1 |
| Peak AUM | $184.4MMar 2026 |
| AUM CAGR |
AUM by Client Type
Total AUM
$184M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $184M | +5.8% | +8.8% | — | — |
| Discretionary AUM | $139M | +14.6% | |||
Key Metrics
| Total AUM | $184.4M |
| Discretionary | $139.3M |
| Employees | 1 |
| Client Accounts | 350 |
| Client Range | 11-25 |
Contact & Location
Address
1136 EAST STUART STREET
FORT COLLINS CO 80525
Phone
970-658-0946
Filing History
5 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$139M
75.5% of AUM
Non-Discretionary
$45M
24.5% of AUM
Disc. mix ▲ 5.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported