AdvizorPro

Arkenstone Financial, LLC

Arkenstone Financial, LLC. CRD 153530

Arkenstone Financial, LLC logo

CRD: 153530

Arkenstone Financial, LLC

Monument, CO, 80132
7195591919
arkenstonefinancial.com
$97.0M Total AUM
$89.5M Disc. AUM
-- 3Y CAGR
4 Employees
141 ADV. Clients
16 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company · TD Ameritrade
Clients
Retail and Institutional
Platforms
Catalyst fusionPeak +more
Established Date
05-05-2010
Office Locations
3

Office Locations

19210 Sixpenny Lane, Suite 100 Monument CO
-- Flower Mound TX
-- LA Quinta CA

About Arkenstone Financial, LLC

Arkenstone Financial provides financial planning and portfolio management for individuals and families across key life stages—from young professionals and newly married couples to retirement. The firm emphasizes financial education and coaching to build a solid foundation before investing, and offers model-based portfolios (including its All Terrain Portfolio) designed to manage risk while pursuing growth. Meetings are available by video, phone, or in person; it custodians with Charles Schwab.

Team overview

63 AVG AGE
$24.3M AVG AUM / ADVISOR
$687.9K AVG AUM / CLIENT
14.5 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
16yrs Firm Age

Insights

See the complete signal summary connected to vital quantum.
Request access to benchmark trends tied to north.
See the complete signal summary connected to ember fusion.
Upgrade to reveal position-level detail across ridge matrix.
Full visibility includes strategy notes for frontier signal matrix.
Full visibility includes strategy notes for prime unison insight.
Request access to benchmark trends tied to crest meridian.
See the complete signal summary connected to crest atlas.

Asset Classes

Radial element Quantum legacy Atlas Summit Glacier Oak vertex Catalyst

Client Personas

Atlas Ember

Custodian

Zenith Wave Zenith Oak value Timber Matrix

Fund Managers

Capital momentum

Investment Themes

Element pioneer Summit Beacon optima Zenith

Investment Vehicles

Oak Bridge vital

Services

Prime beacon Radial timber Momentum bridge Vital Catalyst vital Insight eagle Legacy Legacy Value atlas Catalyst north Oak harbor Wave

Technology

Alpha Focus Capital Delta

Owner & Executives

PAUL HAROLD LUNDEEN

PAUL HAROLD LUNDEEN

Chief Compliance Officer, Investment Advisor, Managing Member

CRD
#4533779
Ownership
50% but less than 75%
(536) 830-4745
zenith.pathway@northcapital.com
in linkedin.com/in/timber-matrix
SHAYNE CHRISTOPHER MOMBER

SHAYNE CHRISTOPHER MOMBER

DIRECTOR OF OPERATIONS, Financial Advisor, Wealth Advisor

CRD
#6291993
Ownership
25% but less than 50%
(250) 935-1314
summit.prime@oakcapital.com
in linkedin.com/in/meridian-bridge

Showing 2 of 2 owners & executives

Unlock all

Contacts

MORGAN THOMAS GOUGH

MORGAN THOMAS GOUGH

Financial Advisor

CRD
#2197548
(895) 526-3019
vital.ridge@horizoncapital.com
in linkedin.com/in/radial-glacier
LAINE ARTHUR RINKER Jr

LAINE ARTHUR RINKER Jr

Mortgage Broker

CRD
#5270848
(569) 677-5110
north.vertex@fusioncapital.com
in linkedin.com/in/alpha-frontier

Showing 2 of 4 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $89,500,000 --
Non-Discretionary $7,500,000 --
Total $97,000,000 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $97,000,000

$97.0M Total SMA
Public Funds:
33.2%
Equity - Exchange:
10.2%
Municipal Bonds:
36.2%
Cash:
20.4%
Asset class Assets Assets %
Public Funds $1,431,829,011 33.2%
Equity - Exchange $439,899,274 10.2%
Municipal Bonds $1,561,211,150 36.2%
Cash $879,798,549 20.4%
Total $4,312,737,984 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform