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- Custodian
- Charles Schwab & Company · Goldman Sachs · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-12-2013
- Office Locations
- 1
Office Locations
About Adage Investment Advisors, L.l.c.
Adage Investment Advisors, L.l.c. is a Fort Collins-based RIA. The firm has been operating for 12 years. Managing $14.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Goldman Sachs.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 12 clients, or 12 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on January 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Adage Investment Advisors, L.l.c. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PAUL STANTON HUEBNER
Chief Compliance Officer
- CRD
- #2550010
- Ownership
- 75% or more
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,460,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,460,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Adage Investment Advisors, L.l.c. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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