FIT Asset Management provides financial planning and portfolio management for individuals and small businesses.
FIT Asset Management reports 214 clients. They include 171 individual clients and 43 high-net-worth individuals. Of its assets, 100.0% ($147M across 635 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 80% | 35% |
| High-net-worth individuals | 20% | 65% |
| Charitable organizations | Fewer than 5 | 0% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 171 | $51.8M | 35.2% | $303K |
| High-net-worth individuals | 43 | $95.6M | 64.8% | $2.22M |
| Charitable organizations | Fewer than 5 | $0 | 0.0% | — |
| Total | 214 | $147M | 100% | — |
- Clients
- 171
- Regulatory AUM
- $51.8M
- AUM share
- 35.2%
- Avg. per client
- $303K
- Clients
- 43
- Regulatory AUM
- $95.6M
- AUM share
- 64.8%
- Avg. per client
- $2.22M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 214
- Regulatory AUM
- $147M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
FIT Asset Management charges 0.85%–1.00% a year for its Wealth Management Services. The fee is billed in advance, is negotiable and requires an account of at least $100,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning only is billed at $300 per hour; fees are negotiable and can be waived by FIT Asset Management.
Brian Miller owns 50% to 75% of FIT Asset Management. The leadership team of FIT Asset Management includes President Aaron Anderson. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- 1 soliciting firm
- Owns 50% to 75% of Fit Asset Management, LLC
Brian Miller
Control person · since June 2015
- Owns 25% to 50% of Fit Asset Management, LLC
Aaron Anderson
Control person · since September 2018
FIT Asset Management’s regulatory assets grew from $101M (June 2024) to $147M (March 2026); clients rose from 166 to 214 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $147M | 214 | 3 | 1 |
| Mar 2025March 2025 | $122M | 177 | 3 | 1 |
| Jun 2024June 2024 | $101M | 166 | 3 | 1 |
Besides its headquarters, FIT Asset Management has 0 offices, with 1 listed address in 1 state.
Colorado · 1 listed address
- 6341 S. Troy Circle Unit E, CentennialHQ
Contact and registration details
- Legal name
- Fit Asset Management, LLC
- Headquarters
- 6341 S. Troy Circle Unit E, Centennial, CO 80111
- Website
- fitassetmanagement.com
- Phone
- 303-618-3587
- @fit-wealth-management
- SEC file
- 801-130633
- Structure
- Colorado LLC
- Fiscal year end
- December
FIT Asset Management’s named custodian for separately managed accounts is Charles Schwab ($147M). FIT Asset Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $147M100%
At year end, FIT Asset Management’s separately managed accounts were mostly in funds (79%) and stocks (19%).
What the accounts hold
- Stocks19%
- Funds79%
- Cash2%
How many clients does FIT Asset Management have?
FIT Asset Management has 214 clients and manages $147 million for them, as of March 2026. They include 171 individual clients and 43 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does FIT Asset Management offer?
FIT Asset Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does FIT Asset Management charge?
FIT Asset Management charges 0.85%–1.00% a year for its Wealth Management Services. The fee is billed in advance, is negotiable and requires an account of at least $100,000.
Source: ADV 2A WEALTH 2B MILLER 2B ANDERSON, filed 23 March 2026
Which custodians does FIT Asset Management use?
FIT Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $147M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does FIT Asset Management have?
FIT Asset Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does FIT Asset Management invest in?
At the end of its last fiscal year, FIT Asset Management’s separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 19% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does FIT Asset Management have a minimum investment?
Yes, FIT Asset Management’s minimum account size for its Wealth Management Services is $100K.
Source: ADV 2A WEALTH 2B MILLER 2B ANDERSON, filed 23 March 2026
Who owns FIT Asset Management?
FIT Asset Management’s direct owners are Brian Miller (50% to 75%) and Aaron Anderson (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does FIT Asset Management get paid?
FIT Asset Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact FIT Asset Management?
FIT Asset Management’s main office is at 6341 S. Troy Circle Unit E, Centennial, CO 80111. Its phone number is 303-618-3587. Its website is fitassetmanagement.com.
