# Asset Solutions

> Asset Solutions is a state-registered investment advisory firm in Lafayette, CO, registered since 2004, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 120017
- Filed as: ASSET SOLUTIONS
- Legal name: Asset Solutions Advisory Services, Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lafayette, CO
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/120017
- AdvisorCensus page: https://advisorcensus.com/firm/asset-solutions-lafayette-co-120017

## Quick answers

**How is Asset Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), Asset Solutions reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Asset Solutions located?**
Asset Solutions' principal office is in Lafayette, CO, according to its Form ADV.

**Is Asset Solutions registered with the SEC or a state?**
Asset Solutions is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 120017.

**How much does Asset Solutions manage?**
Asset Solutions reports $12,103,786 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**What types of clients does Asset Solutions serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50); high net worth individuals (8).

**Does Asset Solutions 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/120017

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $12,103,786
- Discretionary: $12,103,786
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $6,592,721 |
| High net worth individuals | 8 | $5,511,065 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- assetsolutions.info
- Facebook @ASSETSOLUTIONSADVISORYSERVICES
- LinkedIn @CRAIGMTHOMPSON
- Pinterest @CRAIG8433
- X @ACTIVEMONEYMGR

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Asset Solutions (CRD 120017): Form ADV filing data as of October 2026.