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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 100m 1b

BESPOKE ADVISORY

BESPOKE ADVISORY LLC, CRD 323909

EVERGREEN, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:15c2bcc3-a1ac-90c5-7e49-89f0d9893b5f

Data as of Apr 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 0
Observed: Dec 15, 2022 to Apr 3, 2026
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.12 fund_share=0.0 institutional_share=0.7 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $284MItem 5.F on the latest filing (2026-04-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $283M
Private client RAUM: $33.7MderivedItem 5.D individuals plus high net worth individuals
Private client share: 12%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees: 9
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 16
High net worth clients: 8
Custody, client assets: $0
SEC number: 801-127194
CRD: 323909
Filings on the tape: 14
First filed: Dec 15, 2022
Latest filed: Apr 3, 2026
Organised: Limited Liability Company, WY
Website: bespokeadvisory.io

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BESPOKE GROUP UNLIMITED LLC	Owner	E	yes	11/2022	Dec 15, 2022	Aug 20, 2024
MCCLINTOCK, LAUREN, ALEXIS	DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER	Na	yes	11/2022	Dec 15, 2022	Aug 20, 2024
MCCLINTOCK, MATTHEW, THOMAS	EXECUTIVE MANAGING DIRECTOR	Na	yes	11/2022	Dec 15, 2022	Aug 20, 2024
MINTZ, JONATHAN, ALAN	SENIOR MANAGING DIRECTOR	Na	yes	11/2022	Dec 15, 2022	Aug 20, 2024
SORENSEN, SUNE, HOJGAARD	MANAGING DIRECTOR OF BESPOKE ADVISORY	Na	yes	11/2022	Dec 15, 2022	Aug 20, 2024
THE HELL OF THE NORTH TRUST	Owner	D	yes	11/2022	Dec 15, 2022	Aug 20, 2024
THE WHISKEY PEAK TRUST	Owner	D	yes	11/2022	Dec 15, 2022	Aug 20, 2024
TWO OCEAN TRUST LLC	Trustee	F	yes	01/2022	Dec 21, 2022	Aug 20, 2024
TWO OCEAN TRUST LLC	Trustee	F	yes	01/2022	Dec 21, 2022	Aug 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
EVERGREEN LEGACY PLANNING, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 3, 2026	$284M	$283M	9	9	1	n/a	n/a
2024	Mar 25, 2025	$105M	$46.3M	6	4	0	n/a	n/a
2023	Mar 22, 2024	$373M	$0	10	4	0	n/a	n/a
2022	Mar 30, 2023	$201M	$0	4	4	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$284M	$105M	170.6%	$201M	12.2%	9	6	1	0

Relationships

Controls (8)

← MCCLINTOCK, LAUREN, ALEXISOwnerDIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 15, 2022 to Aug 20, 2024factForm ADV
← MINTZ, JONATHAN, ALANOwnerSENIOR MANAGING DIRECTOR, ownership code NA, individual
Dec 15, 2022 to Aug 20, 2024factForm ADV
← MCCLINTOCK, MATTHEW, THOMASOwnerEXECUTIVE MANAGING DIRECTOR, ownership code NA, individual
Dec 15, 2022 to Aug 20, 2024factForm ADV
← SORENSEN, SUNE, HOJGAARDOwnerMANAGING DIRECTOR OF BESPOKE ADVISORY, ownership code NA, individual
Dec 15, 2022 to Aug 20, 2024factForm ADV
← BESPOKE GROUP UNLIMITED LLCOwnerOWNER, ownership code E, domestic entity
Dec 15, 2022 to Aug 20, 2024factForm ADV
← THE HELL OF THE NORTH TRUSTOwnerOWNER, ownership code D, domestic entity
Dec 15, 2022 to Aug 20, 2024factForm ADV
← THE WHISKEY PEAK TRUSTOwnerOWNER, ownership code D, domestic entity
Dec 15, 2022 to Aug 20, 2024factForm ADV
← TWO OCEAN TRUST LLCOwnerTRUSTEE, ownership code F, domestic entity
Dec 21, 2022 to Aug 20, 2024factForm ADV

Dated events

Occurred
Apr 3, 2026
Regulatory AUM changed
Bespoke Advisory reported RAUM $284.0M, up 171% from $105.0M (2025-09-10 to 2026-04-03)
Form ADVobserved 6 days ago
$179M
Occurred
Aug 20, 2024
Regulatory AUM changed
Bespoke Advisory reported RAUM $111.0M, down 70% from $372.6M (2024-05-25 to 2024-08-20)
Form ADVobserved 6 days ago
$-262M
Occurred
Mar 22, 2024
Regulatory AUM changed
Bespoke Advisory reported RAUM $372.6M, up 85% from $200.9M (2023-09-06 to 2024-03-22)
Form ADVobserved 6 days ago
$172M
Occurred
Dec 15, 2022
First Form ADV filing
Bespoke Advisory filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:15c2bcc3-a1ac-90c5-7e49-89f0d9893b5f
First observed: Dec 15, 2022
Last observed: Apr 3, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BESPOKE ADVISORY

BESPOKE ADVISORY LLC, CRD 323909

EVERGREEN, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:15c2bcc3-a1ac-90c5-7e49-89f0d9893b5f

Data as of Apr 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:34 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BESPOKE GROUP UNLIMITED LLC

Owner

yes

11/2022

Dec 15, 2022

Aug 20, 2024

MCCLINTOCK, LAUREN, ALEXIS

DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER

yes

11/2022

Dec 15, 2022

Aug 20, 2024

MCCLINTOCK, MATTHEW, THOMAS

EXECUTIVE MANAGING DIRECTOR

yes

11/2022

Dec 15, 2022

Aug 20, 2024

MINTZ, JONATHAN, ALAN

SENIOR MANAGING DIRECTOR

yes

11/2022

Dec 15, 2022

Aug 20, 2024

SORENSEN, SUNE, HOJGAARD

MANAGING DIRECTOR OF BESPOKE ADVISORY

yes

11/2022

Dec 15, 2022

Aug 20, 2024

THE HELL OF THE NORTH TRUST

Owner

yes

11/2022

Dec 15, 2022

Aug 20, 2024

THE WHISKEY PEAK TRUST

Owner

yes

11/2022

Dec 15, 2022

Aug 20, 2024

TWO OCEAN TRUST LLC

Trustee

yes

01/2022

Dec 21, 2022

Aug 20, 2024

TWO OCEAN TRUST LLC

Trustee

yes

01/2022

Dec 21, 2022

Aug 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

EVERGREEN LEGACY PLANNING, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 3, 2026

$284M

$283M

n/a

2024

Mar 25, 2025

$105M

$46.3M

n/a

2023

Mar 22, 2024

$373M

n/a

2022

Mar 30, 2023

$201M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$284M

$105M

170.6%

$201M

12.2%