Elderado Financial, Inc
● SEC registered since 2021CRD 112908SEC# 801-121234Montrose, CO
Reg. AUM
$237.2M
Employees
5
Accounts
1,071
Location
Montrose, CO
Elderado Financial, Inc assets under management
Elderado Financial, Inc is an SEC-registered investment adviser based in Montrose, CO. The firm has been registered since 2021. It reports $237.2 million in regulatory assets under management and employs 5 people.
Elderado Financial, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jaimee Leigh Carnes Control | Chief Compliance Officer/ President | Over 75% | 2025 |
| Jim M Elder Control | Treasurer | Under 5% | 2025 |
Frequently asked questions
How much does Elderado Financial, Inc manage?
Elderado Financial, Inc reports $237.2 million in regulatory assets under management on its Form ADV.
How many employees does Elderado Financial, Inc have?
Elderado Financial, Inc reports 5 employees.
Where is Elderado Financial, Inc located?
Elderado Financial, Inc is based in Montrose, CO and has been SEC-registered since 2021.
Does Elderado Financial, Inc disclose fund performance?
Elderado Financial, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1030 S. Townsend Ave, Suite a, Montrose, CO 81401 |
| Phone | 970-249-9900 |
| Office hours | 9-4:30 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$237.2M▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$237.2Mregulatory AUM
Discretionary $237.2M