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CRD 169684
BOULDER, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| WILLIAM HOPKINS STITES | Chartered Financial Analyst | BOULDER, CO | 12 | 27 | n/a | no |
| KREIGHTON KENNEDY BIEGER | Chartered Financial Analyst | BOULDER, CO | 12 | 15 | 1 | no |
| DAWNEEN VERNIECE OEHLERICH | n/a | Whitefish, MT | BOULDER, CO | 9 | 39 | 3 | no |
| Trevor Schimschock | Chartered Financial Analyst | BOULDER, CO | 1 | 10 | 1 | no |
| DANIEL THOMAS GAMACHE | Chartered Financial Analyst | BOULDER, CO | Littleton, CO | 0 | 16 | 4 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BIEGER, KREIGHTON, KENNEDY | MANAGING MEMBER | D | yes | 02/2014 | Mar 30, 2020 | Mar 21, 2024 |
| STITES, WILLIAM, HOPKINS | MANAGING MEMBER, CCO | D | yes | 11/2013 | Mar 30, 2020 | Mar 21, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Whitefish | Mt | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 24, 2026 | $293M | $293M | 4 | 4 | 1 | n/a | n/a |
| 2024 | Mar 21, 2025 | $258M | $258M | 3 | 3 | 1 | n/a | n/a |
| 2023 | Mar 21, 2024 | $219M | $195M | 4 | 4 | 1 | n/a | n/a |
| 2022 | Mar 24, 2023 | $196M | $172M | 4 | 4 | 1 | n/a | n/a |
| 2021 | Feb 14, 2022 | $207M | $207M | 4 | 4 | 1 | n/a | n/a |
| 2020 | Mar 16, 2021 | $164M | $152M | 3 | 3 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 1 | 0 | 0 | 2 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $293M | $258M | 13.6% | $196M | 14.3% | 4 | 3 | 1 | 1 |