AdvisorCensus / Financial advisors / Colorado / Colorado Springs, CO / New firms

New investment advisory firms in Colorado Springs, CO

10 investment advisory firms in Colorado Springs, CO first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.

All firms headquartered in Colorado Springs, CO · Atom feed · How this list is built

October 2026 (2)

Firm	Location	Registration
Brotherhood Retirement	Colorado Springs, CO	State-registered investment adviser
Everoak Wealth Co	Colorado Springs, CO	SEC-registered investment adviser

August 2026 (1)

Firm	Location	Registration
56 Capital Partners, Ltd	Colorado Springs, CO	SEC-registered investment adviser

May 2026 (1)

Firm	Location	Registration
Financial Action, Inc.	Monument, CO	SEC-registered investment adviser

April 2026 (1)

Firm	Location	Registration
Exceptional Wealth & Family Office	Colorado Springs, CO	SEC-registered investment adviser

February 2026 (1)

Firm	Location	Registration
Keystone Venture Trust Inc.	Colorado Springs, CO	Exempt reporting adviser

January 2026 (4)

Firm	Location	Registration
Aureus Advisors Inc.	Colorado Springs, CO	Exempt reporting adviser
Brilionx Inc	Colorado Springs, CO	Exempt reporting adviser
Sentrybridge Capital Inc.	Colorado Springs, CO	Exempt reporting adviser
WEB3 University	Colorado Springs, CO	Exempt reporting adviser

Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.

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AdvisorCensus. New investment advisory firms in Colorado Springs, CO. https://advisorcensus.com/advisors/co/colorado-springs/new-firms
https://advisorcensus.com/advisors/co/colorado-springs/new-firms