$24.0M Total AUM
$24.0M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Ember atlasPeak
- Established Date
- 06-24-2009
- Office Locations
- 1
Office Locations
-- Aspen CO
About Colver Asset Management, LLC
Colver Asset Management, LLC is an Aspen, CO RIA providing investment advisory services to individuals and trusts with a long-term approach led by Clay Colver (30+ years of investment experience). Portfolios are implemented primarily with ETFs and mutual funds and are custodied at Charles Schwab, and clients have access to a secure portal for document sharing and messaging.
Team overview
-- AVG AGE
$24.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
17.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
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Custodian
Bridge
Investment Vehicles
Beacon
Services
Meridian Value alpha Atlas Atlas peak
Technology
Radial beacon Delta
Owner & Executives
J
JOHN CLAY COLVER
Chief Compliance Officer, Investment Advisor
- CRD
- #5659228
- Ownership
- 75% or more
(637) 921-8911
quantum.prime@optimacapital.com
in linkedin.com/in/value-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,973,690 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,973,690 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,973,690
Equity - Exchange:
14.8% Public Funds:
19.7% U.S. Government/Agency:
19.6% Cash:
29.2% Corporate - Investment Grade:
16.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $317,079,483 | 14.8% |
| Public Funds | $422,058,501 | 19.7% |
| U.S. Government/Agency | $419,916,072 | 19.6% |
| Cash | $625,589,250 | 29.2% |
| Corporate - Investment Grade | $357,785,632 | 16.7% |
| Total | $2,142,428,938 | 100.0% |