{"url":"https://nivawealth.com/firms/fit-asset-management-281494","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/281494","regulatoryAum":147354417,"crd":"281494","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5134032","suffix":null,"lastName":"ANDERSON","firstName":"AARON","middleName":"ROBERT"},{"crd":"2404970","suffix":null,"lastName":"DONOHUE","firstName":"WILLIAM","middleName":"JOSEPH"},{"crd":"2425829","suffix":null,"lastName":"MILLER","firstName":"BRIAN","middleName":"MICHAEL"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-06-06","regulatoryAum":101032375,"clients":166,"employees":3,"offices":1},{"filedOn":"2025-03-24","regulatoryAum":122039399,"clients":177,"employees":3,"offices":1},{"filedOn":"2026-03-23","regulatoryAum":147354417,"clients":214,"employees":3,"offices":1}],"secFileNumber":"801-130633","legalName":"Fit Asset Management, LLC","displayName":"FIT Asset Management","slug":"fit-asset-management-281494","website":"https://fitassetmanagement.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/281494/0888d694a3a2b086-r1.webp","tone":"light","width":539,"height":200,"sourceUrl":"https://fitassetmanagement.com/","sourceLabel":"FIT Wealth Management, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/fit-wealth-management/about/","founded":null,"organization":"Colorado limited liability company","fiscalYearEnd":"December","headquarters":{"street":"6341 S. 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Troy Circle Unit E","city":"Centennial","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"303-618-3587","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Other"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":19},{"label":"Securities issued by registered investment companies or business development companies","percent":79},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"23 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/281494/PDF/281494.pdf","brochureDate":"23 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023495","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does FIT Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does FIT Asset Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does FIT Asset Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does FIT Asset Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does FIT Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does FIT Asset Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does FIT Asset Management have a minimum investment?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns FIT Asset Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does FIT Asset Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact FIT Asset Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}