{
  "crd_number": 325264,
  "slug": "amazonite-investments-llc-325264",
  "primary_business_name": "AMAZONITE INVESTMENTS LLC",
  "legal_name": "AMAZONITE INVESTMENTS LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2023-02-27",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-02-23",
  "carried_forward": false,
  "raum_total": 6300000.0,
  "raum_discretionary": 6300000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 6300000.0,
      "count": 66
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CO",
    "LA",
    "MS",
    "TN",
    "TX"
  ],
  "websites": [
    "https://twitter.com/amazoniteguru/status/1618703818178568192?s=46&t=CbkrVQir6pfhh7tgUeiX3Q"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325264",
  "disclosure_items": [
    {
      "item": "11.A(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/amazonite-investments-llc-325264",
  "display_name": "Amazonite Investments LLC",
  "summary": "Amazonite Investments LLC is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.",
  "citation": "AdvisorCensus. Amazonite Investments LLC (CRD 325264): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Amazonite Investments LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Amazonite Investments LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Amazonite Investments LLC registered with the SEC or a state?",
      "a": "Amazonite Investments LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325264."
    },
    {
      "q": "How much does Amazonite Investments LLC manage?",
      "a": "Amazonite Investments LLC reports $6,300,000 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Amazonite Investments LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (66)."
    },
    {
      "q": "Does Amazonite Investments LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325264"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/amazonite-investments-llc-325264.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 66,
      "fewer_than_5": false,
      "raum": 6300000.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325264",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}