Icon Advisers, Inc.
● SEC registered since 1991CRD 108268SEC# 801-38868Greenwood Village, CO
Reg. AUM
$875.9M
Employees
14
Accounts
297
Location
Greenwood Village, CO
Icon Advisers, Inc. assets under management
Icon Advisers, Inc. is an SEC-registered investment adviser based in Greenwood Village, CO. The firm has been registered since 1991. It reports $875.9 million in regulatory assets under management and employs 14 people.
Icon Advisers, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Thomas Callahan Control | President, Chief Compliance Officer | Under 5% | 2020 |
| Craig Thomas Callahan Control | Owner - Portfolio Manager | Under 5% | 2014 |
| Icon Management & Research Corporation Control | Owner | Over 75% | 1995 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Icon Advisers, Inc. manage?
Icon Advisers, Inc. reports $875.9 million in regulatory assets under management on its Form ADV.
How many employees does Icon Advisers, Inc. have?
Icon Advisers, Inc. reports 14 employees.
Where is Icon Advisers, Inc. located?
Icon Advisers, Inc. is based in Greenwood Village, CO and has been SEC-registered since 1991.
Does Icon Advisers, Inc. disclose fund performance?
Icon Advisers, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8480 E Orchard Road, Suite 1200, Greenwood Village, CO 80111 |
| Phone | 303-790-1600 |
| Fax | 303-790-8246 |
| Office hours | 7:00 A.M - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1058470 |
| Discloses disciplinary history | No |
Regulatory AUM
$875.9M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$875.9Mregulatory AUM
Discretionary $875.9M