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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GOLD MEDAL WATERS, INC.

CRD 132294

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:ecbb0e94-0bda-0982-5c7e-1472da04c3f0

Data as of Jan 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: Jul 19, 2018 to Jan 23, 2026
22 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=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $286MItem 5.F on the latest filing (2026-01-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $279M
Private client RAUM: $279MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $95.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 666
Individual clients: 49
High net worth clients: 89
Custody, client assets: $964,573
SEC number: 801-113866
CRD: 132294
Filings on the tape: 22
First filed: Jul 19, 2018
Latest filed: Jan 23, 2026
Organised: Other (specify), CO

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MATTHEW JOSEPH KELLEY	Certified Financial Planner	BOULDER, CO	22	24	1	no
MARYAN KAPLAN JAROSS	n/a	BOULDER, CO \| LOUISVILLE, CO	18	23	2	no
DAVID LAWRENCE DAY	Certified Financial Planner	BOULDER, CO \| Denver, CO	8	11	1	no

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
KELLEY, MATTHEW, JOSEPH	MEMBER, CCO, OWNER AND PRESIDENT	E	yes	06/2004	Jul 19, 2018	Mar 18, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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	Jan 23, 2026	$286M	$279M	5	3	0	n/a	n/a
2024	Apr 24, 2025	$248M	$240M	5	3	0	n/a	n/a
2023	Mar 18, 2024	$194M	$186M	7	6	7	n/a	n/a
2022	Mar 28, 2023	$155M	$149M	7	6	7	n/a	n/a
2021	Mar 17, 2022	$168M	$161M	8	6	8	n/a	n/a
2020	Mar 25, 2021	$144M	$138M	7	6	7	n/a	n/a
2019	Mar 27, 2020	$122M	$114M	7	6	7	n/a	n/a
2018	Mar 25, 2019	$103M	$95.8M	9	8	9	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

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	$286M	$248M	15.1%	$155M	22.6%	5	5	0	0

Relationships

Registered with (6)

← DAVID LAWRENCE DAYAdvisorregistration: current employment
Sep 29, 2017 to presentfactForm ADV
← MARYAN KAPLAN JAROSSAdvisorregistration: current employment
Sep 8, 2008 to presentfactForm ADV
← MATTHEW JOSEPH KELLEYAdvisorregistration: current employment
Aug 13, 2004 to presentfactForm ADV
← DAVID HARDING BROWNAdvisorregistration: previous registration
Sep 30, 2014 to May 1, 2024factForm ADV
← TJ ANTHONY BINKOWSKIAdvisorregistration: previous registration
Nov 2, 2022 to Mar 16, 2023factForm ADV
← Andrew GartlandAdvisorregistration: previous registration
Jan 20, 2015 to Jan 29, 2016factForm ADV

Controls (1)

← KELLEY, MATTHEW, JOSEPHOwnerMEMBER, CCO, OWNER AND PRESIDENT, ownership code E, individual
Jul 19, 2018 to Mar 18, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
May 1, 2024
Advisor changed firm
David Harding Brown left Gold Medal Waters, Inc. for Clear Skies Planning & Wealth (registered 2024-08-31)
Form ADVobserved 5 days ago
Occurred
Mar 16, 2023
Advisor changed firm
Tj Anthony Binkowski left Gold Medal Waters, Inc. for Raymond James Financial Services Advisors, Inc (registered 2023-03-15)
Form ADVobserved 5 days ago
Occurred
Jul 19, 2018
First Form ADV filing
Gold Medal Waters, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Apr 24, 2025
Gold Medal Waters, Inc. reported 0 offices beyond its principal office, down from 7 (2024-03-18 to 2025-04-24)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ecbb0e94-0bda-0982-5c7e-1472da04c3f0
First observed: Jul 19, 2018
Last observed: Jan 23, 2026 8 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.

GOLD MEDAL WATERS, INC.

CRD 132294

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:ecbb0e94-0bda-0982-5c7e-1472da04c3f0

Data as of Jan 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:40 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MATTHEW JOSEPH KELLEY

Certified Financial Planner

BOULDER, CO

MARYAN KAPLAN JAROSS

n/a

BOULDER, CO | LOUISVILLE, CO

DAVID LAWRENCE DAY

Certified Financial Planner

BOULDER, CO | Denver, CO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KELLEY, MATTHEW, JOSEPH

MEMBER, CCO, OWNER AND PRESIDENT

yes

06/2004

Jul 19, 2018

Mar 18, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 23, 2026

$286M

$279M

n/a

2024

Apr 24, 2025

$248M

$240M

n/a

2023

Mar 18, 2024

$194M

$186M

n/a

2022

Mar 28, 2023

$155M

$149M

n/a

2021

Mar 17, 2022

$168M

$161M

n/a

2020

Mar 25, 2021

$144M

$138M

n/a

2019

Mar 27, 2020

$122M

$114M

n/a

2018

Mar 25, 2019

$103M

$95.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$286M

$248M

15.1%

$155M

22.6%