Firms by city
Registered investment advisers in Castle Rock, CO
4 SEC-registered advisers headquartered in Castle Rock, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Jackson Creek Investment Advisors | Castle Rock, CO | $349M |
| Three Peaks Capital Management | Castle Rock, CO | $223M |
| Fidelis Wealth Advisors | Castle Rock, CO | $210M |
| Jackson Wealth Management | Castle Rock, CO | $107M |
- Headquarters
- Castle Rock, CO
- Regulatory AUM
- $349M
- Headquarters
- Castle Rock, CO
- Regulatory AUM
- $223M
- Headquarters
- Castle Rock, CO
- Regulatory AUM
- $210M
- Headquarters
- Castle Rock, CO
- Regulatory AUM
- $107M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Castle Rock on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Colorado.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.