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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BOULDER ASSET MANAGEMENT

STARK RICHARD JOSEPH, CRD 107636

ENGLEWOOD, 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:9ef951cd-97f7-9f11-1641-128417d13783

Data as of Mar 28, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 16, 2012 to Mar 28, 2025
16 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: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $426MItem 5.F on the latest filing (2025-03-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $426M
Private client RAUM: $426MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 178
Individual clients: 0
High net worth clients: 66
Custody, client assets: $3.6M
SEC number: 801-39066
CRD: 107636
Filings on the tape: 16
First filed: Apr 16, 2012
Latest filed: Mar 28, 2025
Organised: Corporation, CO

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
STARK, JANE, LINDA	Owner	D	yes	05/2015	May 6, 2015	Mar 26, 2024
STARK, RICHARD, JOSEPH	OWNER, CCO	D	yes	04/1984	Apr 16, 2012	Mar 26, 2024

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
2024	Mar 28, 2025	$426M	$426M	4	1	0	n/a	n/a
2023	Mar 26, 2024	$425M	$425M	4	2	0	n/a	n/a
2022	Mar 29, 2023	$370M	$370M	4	2	0	n/a	n/a
2021	Apr 1, 2022	$487M	$487M	4	2	0	n/a	n/a
2020	Mar 3, 2021	$583M	$583M	4	2	0	n/a	n/a
2019	Apr 30, 2020	$514M	$514M	4	2	0	n/a	n/a
2017	May 21, 2018	$489M	$489M	4	2	0	n/a	n/a
2016	Jun 30, 2017	$408M	$408M	4	2	n/a	n/a	n/a
2015	Apr 29, 2016	$451M	$451M	4	2	n/a	n/a	n/a
2014	May 5, 2015	$443M	$443M	4	2	n/a	n/a	n/a
2013	Apr 1, 2014	$387M	$387M	4	2	n/a	n/a	n/a
2012	Apr 11, 2013	$301M	$301M	4	2	n/a	n/a	n/a
2011	Apr 16, 2012	$286M	$286M	n/a	n/a	n/a	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
2024	$426M	$425M	0.3%	$487M	-4.4%	4	4	0	0

Relationships

Registered with (1)

← RICHARD JOSEPH STARKAdvisorregistration: previous registration
Mar 27, 2025 to Aug 21, 2025factForm ADV

Controls (2)

← STARK, RICHARD, JOSEPHOwnerOWNER, CCO, ownership code D, individual
Apr 16, 2012 to Mar 26, 2024factForm ADV
← STARK, JANE, LINDAOwnerOWNER, ownership code D, individual
May 6, 2015 to Mar 26, 2024factForm ADV

Dated events

Occurred
Aug 21, 2025
Advisor changed firm
Richard Joseph Stark left Boulder Asset Management for Compass Capital Management Inc (registered 2025-07-28)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9ef951cd-97f7-9f11-1641-128417d13783
First observed: Apr 16, 2012
Last observed: Mar 28, 2025 18 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.

BOULDER ASSET MANAGEMENT

STARK RICHARD JOSEPH, CRD 107636

ENGLEWOOD, 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:9ef951cd-97f7-9f11-1641-128417d13783

Data as of Mar 28, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:46 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

STARK, JANE, LINDA

Owner

yes

05/2015

May 6, 2015

Mar 26, 2024

STARK, RICHARD, JOSEPH

OWNER, CCO

yes

04/1984

Apr 16, 2012

Mar 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 28, 2025

$426M

n/a

2023

Mar 26, 2024

$425M

n/a

2022

Mar 29, 2023

$370M

n/a

2021

Apr 1, 2022

$487M

n/a

2020

Mar 3, 2021

$583M

n/a

2019

Apr 30, 2020

$514M

n/a

2017

May 21, 2018

$489M

n/a

2016

Jun 30, 2017

$408M

n/a

2015

Apr 29, 2016

$451M

n/a

2014

May 5, 2015

$443M

n/a

2013

Apr 1, 2014

$387M

n/a

2012

Apr 11, 2013

$301M

n/a

2011

Apr 16, 2012

$286M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$426M

$425M

0.3%

$487M

-4.4%