| As of Date | 03/03/2026 |
| Registration | SEC, Approved, 01/29/2014 |
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| ADV Location | COLORADO SPRINGS, CO, United States |
| Contact Info | 719 xxxxxxx |
| Websites |
| AUM* | 107,201,521 -17% |
| of that, discretionary | 107,201,521 19% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 427,098 123% |
| % High Net Worth | 33.07% 255% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser THE SIMMONS PARTNERSHIP, INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM216.5m | #Funds- | |
| Adviser OLD OAK FINANCIAL PLANNING, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM160.3m | #Funds- | |
| Adviser ARGUS EQUITY PARTNERS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM58.7m | #Funds- | |
| Adviser EARLY MCCLINTIC & MCMILLAN, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM652.2m | #Funds- | |
| Adviser ACCELERATED WEALTH ADVISORS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund82.4m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV82.4m | AUM180.5m | #Funds3 | |
| Adviser CYPRESS FINANCIAL PLANNING | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM490.4m | #Funds- | |
| Adviser BISON WEALTH, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM2.7b | #Funds- | |
| Adviser THE AMERIFLEX GROUP | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM9.7b | #Funds- | |
| Adviser HARDIN CAPITAL PARTNERS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM447.8m | #Funds- | |
| Adviser PROSPERA FINANCIAL SERVICES, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM12.4b | #Funds- |