Asset manager · Evergreen, CO
Bespoke Advisory
Bespoke Advisory LLC · SEC-registered investment adviser · CRD 323909 · SEC 801-127194
At a glance
Bespoke Advisory is an SEC-registered investment adviser based in Evergreen, Colorado, with $284 million in regulatory assets under management as of its Form ADV filed April 3, 2026. Its largest client group by assets is charitable organizations, and it reports 8 individual clients. By Form ADV it is a asset manager, ranked 1,962nd of 3,218 asset managers and 10,446th of 17,210 SEC-registered advisers by assets.
Main office 877-777-6845bespokeadvisory.ioAs filed on Form ADV
- Regulatory AUM
- $284M
- Rank among asset managers
- #1,962 of 3,218
- Rank among all SEC RIAs
- #10,446 of 17,210
- Rank in Colorado
- #200 of 359
- Individual clients
- 8
- High-net-worth clients
- 8
- Accounts
- 16
- Discretionary
- 100% of AUM
- Employees
- 9
- Advisory staff
- 9
- Offices
- 2
Owners and executives on its Form ADV
- Lauren A. McClintockChief Operating Officer and Chief Compliance Officer
- Jonathan A. MintzSenior Managing Director
- Matthew T. McClintockChief Executive Officer
- Sune H. SorensenPresident of Client Services & Asset Management
- Robert E. LarityChief Investment Officer
Custody and brokerage
9 custodians
- Pictet & CIE Group SCA$110M40%
- Tetra Trust$77M28%
- Vontobel$48M17%
- J.P. Morgan$20M7%
- Anchorage Digital Bank National Association$10M4%
- Capital Security Bank$8M3%
- Bitgo Holdings$4M1%
- Alliance Bernstein$0M0%
- Capital Union Bank$0M0%
Other RIAs using Pictet & CIE Group SCAOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Charitable organizations | 3 | $200M | 70% |
| High-net-worth individuals | 8 | $34M | 12% |
| Corporations or other businesses | 3 | $34M | 12% |
| Other | 2 | $17M | 6% |
Disciplinary disclosures
Bespoke Advisory reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗bespokeadvisory.io ↗
AtlasMembers
The full record on Bespoke Advisory
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 918 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Bespoke Advisory manage?
Bespoke Advisory reports $284 million in regulatory assets under management across 16 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 3, 2026.
What kind of firm is Bespoke Advisory?
Bespoke Advisory is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Bespoke Advisory’s clients?
By assets, its largest client types are charitable organizations ($200 million, 3 clients); high-net-worth individuals ($34 million, 8 clients); corporations or other businesses ($34 million, 3 clients).
Does Bespoke Advisory have any disciplinary history?
Bespoke Advisory reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Bespoke Advisory’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-03), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →