# Advanced Investments

> Advanced Investments is a state-registered investment advisory firm in Englewood, CO, registered since 1999, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated December 9, 2025.

- CRD: 112924
- Filed as: ADVANCED INVESTMENTS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Englewood, CO
- Filing period: October 2026
- Form ADV filing dated: December 9, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/112924
- AdvisorCensus page: https://advisorcensus.com/firm/advanced-investments-englewood-co-112924

## Quick answers

**How is Advanced Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Advanced Investments reports these compensation arrangements: a percentage of assets under its management; commissions.

**Where is Advanced Investments located?**
Advanced Investments' principal office is in Englewood, CO, according to its Form ADV.

**Is Advanced Investments registered with the SEC or a state?**
Advanced Investments is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 112924.

**How much does Advanced Investments manage?**
Advanced Investments reports $74,051,568 in regulatory assets under management in its Form ADV filing dated December 9, 2025 (100% discretionary).

**What types of clients does Advanced Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (95); high net worth individuals (17).

**Does Advanced Investments report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/112924

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $74,051,568
- Discretionary: $74,051,568
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 95 | $32,632,162 |
| High net worth individuals | 17 | $41,419,406 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1999 (27 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- advancedin.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advanced Investments (CRD 112924): Form ADV filing data as of October 2026.