Santa Fe Advisors LLC
● SEC registered since 2018CRD 170872SEC# 801-113760Santa Fe, NM
Reg. AUM
$116.1M
Employees
5
Accounts
151
Location
Santa Fe, NM
About Santa Fe Advisors
Santa Fe Advisors serves individuals, families, and institutions with a structured investment process beginning with comprehensive financial reviews. It offers tailored planning for personal goals and addresses more formal governance needs for institutional clients.
Summary based on the firm’s website.
Santa Fe Advisors LLC assets under management
Santa Fe Advisors LLC is an SEC-registered investment adviser based in Santa Fe, NM. The firm has been registered since 2018. It reports $116.1 million in regulatory assets under management and employs 5 people.
Santa Fe Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Bruce Kantor Control | Partner | 10-25% | 2014 |
| Kristina Elisabeth Alley Control | Chief Compliance Officer & Partner | 25-50% | 2014 |
Frequently asked questions
How much does Santa Fe Advisors LLC manage?
Santa Fe Advisors LLC reports $116.1 million in regulatory assets under management on its Form ADV.
How many employees does Santa Fe Advisors LLC have?
Santa Fe Advisors LLC reports 5 employees.
Where is Santa Fe Advisors LLC located?
Santa Fe Advisors LLC is based in Santa Fe, NM and has been SEC-registered since 2018.
Does Santa Fe Advisors LLC disclose fund performance?
Santa Fe Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 330 Garfield Street, Ste. 301, Santa Fe, NM 87501 |
| Phone | 505-501-6200 |
| Fax | 505-501-6220 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$116.1M▼ 35%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,369 advisers
EmployeesTop 62%
More than 38% of 16,804 advisers
Assets under management
$116.1Mregulatory AUM
Discretionary $112.7MNon-discretionary $3.4M