D
$96.3M Total AUM
$83.9M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-15-2004
- Office Locations
- 1
Office Locations
1610 Wynkoop, Suite 500 Denver CO
About David B. Patston, CPA, CFA
Denver-based advisor David B. Patston, CPA, CFA provides investment consulting and Personal CFO services, supporting entrepreneurs and business-succession planning needs. Portfolio construction spans ETFs, mutual funds, and public/private funds, with additional fixed-income and cryptocurrency exposure where appropriate. Custody commonly through Charles Schwab and Interactive Brokers.
Team overview
-- AVG AGE
$96.3M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
21.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Legacy ridge
Client Personas
Wave crest
Investment Vehicles
Momentum
Services
Summit vertex Unison
Owner & Executives
D
DAVID BRIAN PATSTON
Analyst, Chief Compliance Officer
- CRD
- #1308396
- Ownership
- 75% or more
(588) 210-8183
alpha.eagle@vectorcapital.com
in linkedin.com/in/foundation-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,882,107 | -- |
| Non-Discretionary | $12,384,864 | -- |
| Total | $96,266,971 | -- |
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Separately Managed Accounts
Total SMA Asset: $96,266,971
Cash:
4.2% Equity - Exchange:
8.9% Public Funds:
23.2% Other:
23.9% Corporate - Investment Grade:
21.8% Municipal Bonds:
18.0% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $313,772,422 | 4.2% |
| Equity - Exchange | $664,898,705 | 8.9% |
| Public Funds | $1,733,219,096 | 23.2% |
| Other | $1,785,514,499 | 23.9% |
| Corporate - Investment Grade | $1,628,628,288 | 21.8% |
| Municipal Bonds | $1,344,738,954 | 18.0% |
| Total | $7,470,771,964 | 100.0% |