AdvisorCensus / Financial advisors / Colorado / Denver / Bespoke Advisory
Bespoke Advisory is an SEC-registered investment advisory firm in Evergreen, CO, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 3, 2026.
Quick answers
From the filingHow is Bespoke Advisory compensated?
On its Form ADV (Item 5.E, October 2026), Bespoke Advisory reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does Bespoke Advisory's brochure say about its fees?
Its Form ADV Part 2A brochure dated April 1, 2026 states: Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Bespoke Advisory located?
Bespoke Advisory's principal office is in Evergreen, CO, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Bespoke Advisory registered with the SEC or a state?
Bespoke Advisory is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 323909.
How much does Bespoke Advisory manage?
Bespoke Advisory reports $284,040,176 in regulatory assets under management in its Form ADV filing dated April 3, 2026 (100% discretionary).
How have Bespoke Advisory's assets and staff changed since 2023?
In the Form ADV data for Bespoke Advisory: Regulatory assets under management: $200,871,731 in the October 2023 data and $284,040,176 in the October 2026 data, up 41%. Total employees: 10 in October 2023 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Bespoke Advisory serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (8); charitable organizations (3); corporations or other businesses not listed above (3).
Which custodians does Bespoke Advisory use?
Bespoke Advisory's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Alliance Bernstein, Anchorage Digital Bank National Association, Bitgo Holdings, Inc., Capital Security Bank, Capital Union Bank, JP Morgan, Pictet & CIE Group SCA, Tetra Trust Company and Vontobel as custodians holding 10% or more of its separately managed account assets.
Does Bespoke Advisory report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323909
Does Bespoke Advisory state an account minimum?
Its Form ADV Part 2A brochure dated April 1, 2026 says: "We generally require a minimum aggregate account value of $25 million. This minimum can be waived at the sole discretion of Bespoke Advisory."
What changed in Bespoke Advisory's recent Form ADV filings?
In the May 2026 filing data: Added the business name Bespoke Advisory. Employees performing advisory functions went from 4 to 9. Regulatory assets under management went from $104,959,612 to $284,040,176 (+171%). Added an office in Paris. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1.25% of assets a year (the maximum the brochure states)
The brochure's wording
The maximum Bespoke Advisory management fee is 1.25%.
Account minimum: $25,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
We generally require a minimum aggregate account value of $25 million. This minimum can be waived at the sole discretion of Bespoke Advisory.
As stated in the firm's Form ADV Part 2A brochure dated April 1, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$284,040,176 as of October 2026, filing dated April 3, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Bespoke Advisory LLC
- Also doing business as
- BESPOKE ADVISORY
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 9. Performing investment advisory functions: 9.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the May 2026 filing
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $284,040,176 | 9 | April 3, 2026 |
| October 2025 | $104,959,612 | 6 | March 25, 2025 |
| October 2024 | $110,982,353 | 5 | August 20, 2024 |
| October 2023 | $200,871,731 | 10 | September 6, 2023 |
Regulatory assets under management: $200,871,731 in the October 2023 data and $284,040,176 in the October 2026 data, up 41%.
Total employees: 10 in October 2023 and 9 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- May 2026
- Added the business name Bespoke Advisory.
- Employees performing advisory functions went from 4 to 9.
- Regulatory assets under management went from $104,959,612 to $284,040,176 (+171%).
- Added an office in Paris.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Bespoke Advisory (CRD 323909): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/bespoke-advisory-evergreen-co-323909