DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Consilium, LLC
Latest filing Mar 24, 2026
First filing on the tape Jun 4, 2019 · 15 filings
SEC status approved since Dec 16, 2019
RAUM
$215M
reported, Item 5.F
Discretionary
25%
of RAUM
Private clients
11%
$24.7M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$215M
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$215M as of Mar 24, 2026
May 21, 2020$99.2M then
HNW client RAUM$18.5M as of Mar 24, 2026
May 21, 2020$9.0M then
State-registered IARs (5.B.3)1 as of Mar 24, 2026
May 21, 20201 then
Employees (5.A)1 as of Mar 24, 2026
May 21, 20201 then
Private funds: no history
RAUM +2.0% over the last fiscal year+12% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Mar 24, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $215MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 19derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.6MderivedHNW RAUM over HNW clients
- Average account
- $4.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 25%derivedof RAUM
- Institutional
- 80%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +2.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.0%derived
- Compensation
- percentage of assets, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$155M72%
- High-net-worth individuals$18.5M8.6%
- Charitable organizations$18.0M8.4%
- Corporations and businesses$17.6M8.2%
- Individuals$6.2M2.9%
- Individual clients
- 12reported
- HNW clients
- 7reported
- Pension plan clients
- 5reported
- Charitable clients
- n/areported
- Accounts
- 54reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.11 fund_share=0.0 institutional_share=0.8 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| David Martin Halseth | Boulder, Co | Jan 1, 2025 | 27 y | 3 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- David Martin Halseth from Advisory Consulting Group LLCJan 1, 2025 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Martin David Halseth · Managing Member, Chief Compliance Officercontrolsince 06/2019 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 45 to 54Mar 23, 2025 to Mar 24, 2026
- Pension plan clients · 6 to 5Mar 23, 2025 to Mar 24, 2026
- HQ city · to BOULDERMar 23, 2025 to Mar 24, 2026
- HQ state · to COMar 23, 2025 to Mar 24, 2026
- Discretionary RAUM · $45.0M to $53.7MMar 23, 2025 to Mar 24, 2026
- HNW RAUM · $18.8M to $18.5MMar 23, 2025 to Mar 24, 2026
- Individual RAUM · $5.3M to $6.2MMar 23, 2025 to Mar 24, 2026
- Non-discretionary RAUM · $166M to $161MMar 23, 2025 to Mar 24, 2026
- Pension RAUM · $158M to $155MMar 23, 2025 to Mar 24, 2026
- RAUM · $211M to $215MMar 23, 2025 to Mar 24, 2026
- Accounts · 36 to 45Mar 5, 2024 to Mar 23, 2025
- HNW clients · 5 to 7Mar 5, 2024 to Mar 23, 2025
- Individual clients · 8 to 12Mar 5, 2024 to Mar 23, 2025
- Financial planning clients · 0 to 0Mar 5, 2024 to Mar 23, 2025
- HQ city · BOULDER to Mar 5, 2024 to Mar 23, 2025
- HQ state · CO to Mar 5, 2024 to Mar 23, 2025
- Discretionary RAUM · $33.1M to $45.0MMar 5, 2024 to Mar 23, 2025
- HNW RAUM · $13.2M to $18.8MMar 5, 2024 to Mar 23, 2025
- Individual RAUM · $3.7M to $5.3MMar 5, 2024 to Mar 23, 2025
- Non-discretionary RAUM · $139M to $166MMar 5, 2024 to Mar 23, 2025
- Pension RAUM · $142M to $158MMar 5, 2024 to Mar 23, 2025
- RAUM · $172M to $211MMar 5, 2024 to Mar 23, 2025
- Accounts · 33 to 36Feb 24, 2023 to Mar 5, 2024
- HNW clients · 8 to 5Feb 24, 2023 to Mar 5, 2024
- Individual clients · unset to 8.0Feb 24, 2023 to Mar 5, 2024
- Discretionary RAUM · $23.8M to $33.1MFeb 24, 2023 to Mar 5, 2024
- HNW RAUM · $12.7M to $13.2MFeb 24, 2023 to Mar 5, 2024
- Individual RAUM · $1.7M to $3.7MFeb 24, 2023 to Mar 5, 2024
- Non-discretionary RAUM · $131M to $139MFeb 24, 2023 to Mar 5, 2024
- Pension RAUM · $128M to $142MFeb 24, 2023 to Mar 5, 2024
- RAUM · $155M to $172MFeb 24, 2023 to Mar 5, 2024
- Accounts · 25 to 33Feb 8, 2022 to Feb 24, 2023
- HNW clients · 6 to 8Feb 8, 2022 to Feb 24, 2023
- Pension plan clients · 5 to 6Feb 8, 2022 to Feb 24, 2023
- Discretionary RAUM · $27.8M to $23.8MFeb 8, 2022 to Feb 24, 2023
- HNW RAUM · $14.0M to $12.7MFeb 8, 2022 to Feb 24, 2023
- Individual RAUM · $454,000 to $1.7MFeb 8, 2022 to Feb 24, 2023
- Non-discretionary RAUM · $139M to $131MFeb 8, 2022 to Feb 24, 2023
- Pension RAUM · $138M to $128MFeb 8, 2022 to Feb 24, 2023
- RAUM · $167M to $155MFeb 8, 2022 to Feb 24, 2023
Signals
1 dated events
- Strategies Cm, Llc filed its initial SEC registration (Form ADV)Jun 4, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Consilium, LLC · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Website
- consilium-llc.netreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 303-956-7074reportedpublic record, Form ADV, Mar 24, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $215Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026