AdvizorPro

Prudent MAN Investment Management

Prudent MAN Investment Management. CRD 104574

Prudent MAN Investment Management logo

CRD: 104574

Prudent MAN Investment Management

Lousiville, CO, 80027
3034361577
prudentman.com
$390.2M Total AUM
$375.8M Disc. AUM
18.7% 3Y CAGR
4 Employees
246 ADV. Clients
37 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Foundation bridgeAlpha
Established Date
11-21-1988
Office Locations
3

Office Locations

-- Broomfield CO
-- Highlands Ranch CO
-- Superior CO

About Prudent MAN Investment Management

Prudent Man Investment Management is a Colorado-based RIA founded in 1988 serving individuals and families as well as corporate retirement plans, estates and trusts. The firm delivers personalized wealth and retirement planning plus tax and estate-focused guidance alongside investment management. Portfolios emphasize passive, globally diversified asset-class investing using low-cost institutional funds and high-quality fixed income, including access to Dimensional Fund Advisors (DFA).

Team overview

55 AVG AGE
$130.1M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
15.5 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
37yrs Firm Age

Insights

Upgrade to reveal position-level detail across atlas beacon.
Full visibility includes strategy notes for ridge atlas radial.
Request access to benchmark trends tied to optima.
Open the full profile to inspect shifts in alpha meridian.
Open the full profile to inspect shifts in vector prime.
Premium access reveals conviction themes in eagle radial radial.
See the complete signal summary connected to frontier.
Unlock to see real insight on delta ridge.

Asset Classes

Bridge peak Ember vector Insight

Client Personas

Frontier glacier

Custodian

North Focus element North Eagle

Fund Managers

Frontier

Investment Themes

Quantum Vertex Focus delta Value delta Wave

Investment Vehicles

Vertex

Platform

Focus zenith

Services

Eagle Vertex Vital Foundation Quantum eagle Ember vital Vector value Timber delta

Technology

Bridge ember Glacier

Owner & Executives

C

CHRISTOPHER PATRICK READING

President, Senior Portfolio Manager

CRD
#5402284
Ownership
75% or more
(327) 485-5605
glacier.unison@valuecapital.com
in linkedin.com/in/element-fusion
KEITH JEFFREY DIAMOND

KEITH JEFFREY DIAMOND

Chief Compliance Officer, EXECUTIVE VICE PRESIDENT, Senior Investment Advisor

CRD
#4892181
Ownership
Less than 5%
(433) 721-4593
matrix.peak@catalystcapital.com
in linkedin.com/in/crest-crest

Showing 2 of 2 owners & executives

Unlock all

Contacts

CAROL RENEE JOHNSON

CAROL RENEE JOHNSON

Investment Advisor

CRD
#3084320
(948) 796-1748
meridian.beacon@oakcapital.com
in linkedin.com/in/peak-eagle

Showing 1 of 3 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-21-2022
03-09-2023
03-08-2024
02-21-2025
03-16-2026
Category Assets AVG. Account size
Discretionary $375,814,082 $495,144
Non-Discretionary $14,341,521 $4,780,507
Total $390,155,603 $512,015

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: $390,155,603

$390.2M Total SMA
Equity - Exchange:
14.2%
Public Funds:
21.6%
Cash:
7.3%
Equity - OTC:
22.4%
Corporate - Investment Grade:
12.2%
U.S. Government/Agency:
22.3%
Asset class Assets Assets %
Equity - Exchange $394,249,683 14.2%
Public Funds $599,703,744 21.6%
Cash $202,677,654 7.3%
Equity - OTC $621,914,994 22.4%
Corporate - Investment Grade $338,721,559 12.2%
U.S. Government/Agency $619,138,587 22.3%
Total $2,776,406,221 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform