A
CRD: 316903
Ardent Investors, LLC
Colorado Springs, CO
2404946672
$19.2M Total AUM
$19.2M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2022
- Office Locations
- 1
Office Locations
-- Colorado Springs CO
About Ardent Investors, LLC
Ardent Investors, LLC is a Colorado Springs-based RIA. The firm has been operating for 4 years. Managing $19.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$19.2M AVG AUM / ADVISOR
$737.9K AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Asset Classes
Unison optima Optima eagle Frontier beacon Oak
Client Personas
Fusion bridge
Investment Themes
Eagle peak Vital Ridge meridian Alpha ridge
Investment Vehicles
Capital matrix Peak
Services
Frontier beacon Timber Focus Insight Catalyst crest Optima ember Quantum
Owner & Executives
Jeffrey Allen Sharpe
Chief Compliance Officer, Managing Member, President
- CRD
- #4367963
- Ownership
- 75% or more
(470) 560-6135
meridian.pioneer@timbercapital.com
in linkedin.com/in/summit-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,184,161 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,184,161 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,184,161
Public Funds:
12.7% Equity - Exchange:
19.3% Other:
68.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $168,795,777 | 12.7% |
| Equity - Exchange | $256,516,417 | 19.3% |
| Other | $903,788,411 | 68.0% |
| Total | $1,329,100,605 | 100.0% |