$234.0M Total AUM
$200.2M Disc. AUM
-- 3Y CAGR
4 Employees
283 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Quantum focus
- Established Date
- 05-22-2017
- Office Locations
- 2
Office Locations
2 North Nevada Suite 1170 Colorado Springs CO
5755 Mark Dabling Blvd STE 220 Colorado Springs CO
About Bonfire Financial, LLC
Bonfire Financial, LLC is a Colorado Springs-based fiduciary RIA that leads with planning, using a defined three-step process that pairs comprehensive financial planning with hands-on investment management toward clients' retirement goals. The team includes CFP professionals and shares ongoing market updates and financial insights via its monthly newsletter and blog. Custody includes Charles Schwab.
Team overview
39 AVG AGE
$58.5M AVG AUM / ADVISOR
$826.8K AVG AUM / CLIENT
7 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Radial pathway Prime frontier Signal atlas Radial Ember north Beacon horizon Pathway signal Ridge momentum
Client Personas
Horizon vital
Custodian
Ember Delta Vital Pathway
Investment Themes
Zenith Unison frontier Vital alpha Harbor ember
Investment Vehicles
Vertex Ember
Platform
Radial oak Vector
Services
Delta Insight Matrix signal Optima Beacon Pioneer Atlas catalyst Radial optima Legacy Value matrix Horizon catalyst
Technology
Foundation north
Owner & Executives
BRIAN C COLVERT
Chief Compliance Officer, Managing Member
- CRD
- #5304258
- Ownership
- 75% or more
(236) 566-2152
foundation.optima@quantumcapital.com
in linkedin.com/in/vertex-matrix
Showing 1 of 1 owners & executives
Unlock allContacts
Nicholas Ernest Coleman
Certified Financial Planner
- CRD
- #6608763
(459) 748-6877
atlas.focus@foundationcapital.com
in linkedin.com/in/pioneer-pathway
S
SARAH BAUER PRICE
Senior Manager
- CRD
- #7597640
(952) 780-3447
crest.meridian@meridiancapital.com
in linkedin.com/in/vital-element
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $200,237,010 | $250,924 |
| Non-Discretionary | $33,761,022 | $1,985,942 |
| Total | $233,998,032 | $287,114 |
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Separately Managed Accounts
Total SMA Asset: $233,998,032
Public Funds:
8.0% Equity - Exchange:
30.8% Cash:
9.7% Other:
11.8% U.S. Government/Agency:
22.0% Equity - OTC:
17.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $35,511,280 | 8.0% |
| Equity - Exchange | $136,718,426 | 30.8% |
| Cash | $43,057,427 | 9.7% |
| Other | $52,379,137 | 11.8% |
| U.S. Government/Agency | $97,656,019 | 22.0% |
| Equity - OTC | $78,568,706 | 17.7% |
| Total | $443,890,995 | 100.0% |