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The fee is billed in arrears, is negotiable and requires an account of at least $2,000,000.","source":"ADV PART 2A, filed 6 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Obermeyer Wood Investment Counsel, LLLP use?","answer":"Obermeyer Wood Investment Counsel, LLLP’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $2.08B and Fidelity Brokerage Services LLC (Smithfield, RI), with $257M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Obermeyer Wood Investment Counsel, LLLP have?","answer":"Obermeyer Wood Investment Counsel, LLLP has 15 investment adviser representatives registered with state securities authorities, out of 31 employees, and 15 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","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 Obermeyer Wood Investment Counsel, LLLP invest in?","answer":"At the end of its last fiscal year, Obermeyer Wood Investment Counsel, LLLP’s separately managed accounts held 57% exchange-traded equities, 22% registered funds (mutual funds, ETFs, BDCs), 11% cash and equivalents, 6% U.S. government and agency bonds, 1% state and local bonds, 1% derivatives and 1% other. 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(50% to 75%), Lee Dines (5% to 10%), Dana Nightingale (5% to 10%) and Adam Savin (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Obermeyer Wood Investment Counsel, LLLP get paid?","answer":"Obermeyer Wood Investment Counsel, LLLP is paid through a percentage of assets under management. 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":"Is Obermeyer Wood Investment Counsel, LLLP registered with the SEC?","answer":"Yes, Obermeyer Wood Investment Counsel, LLLP has been registered with the SEC as an investment adviser since 10 October 1997. 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