{
  "crd_number": 323909,
  "slug": "bespoke-advisory-evergreen-co-323909",
  "primary_business_name": "BESPOKE ADVISORY",
  "legal_name": "BESPOKE ADVISORY LLC",
  "dbas": [
    "BESPOKE ADVISORY"
  ],
  "city": "Evergreen",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-01-13",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-04-03",
  "carried_forward": false,
  "raum_total": 284040176.0,
  "raum_discretionary": 283040176.0,
  "raum_non_discretionary": 1000000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 9,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 16671247.0,
      "count": 2,
      "description": "TRUSTS",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 200052598.0,
      "count": 3,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 33731633.0,
      "count": 8
    },
    "corporations_other_businesses": {
      "raum": 33584698.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO"
  ],
  "websites": [
    "https://bespokeadvisory.io"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323909",
  "city_as_filed": "EVERGREEN",
  "url": "https://advisorcensus.com/firm/bespoke-advisory-evergreen-co-323909",
  "display_name": "Bespoke Advisory",
  "summary": "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.",
  "citation": "AdvisorCensus. Bespoke Advisory (CRD 323909): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Bespoke Advisory compensated?",
      "a": "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)."
    },
    {
      "q": "What does Bespoke Advisory's brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Bespoke Advisory located?",
      "a": "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)."
    },
    {
      "q": "Is Bespoke Advisory registered with the SEC or a state?",
      "a": "Bespoke Advisory is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 323909."
    },
    {
      "q": "How much does Bespoke Advisory manage?",
      "a": "Bespoke Advisory reports $284,040,176 in regulatory assets under management in its Form ADV filing dated April 3, 2026 (100% discretionary)."
    },
    {
      "q": "How have Bespoke Advisory's assets and staff changed since 2023?",
      "a": "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."
    },
    {
      "q": "What types of clients does Bespoke Advisory serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Bespoke Advisory use?",
      "a": "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."
    },
    {
      "q": "Does Bespoke Advisory report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Bespoke Advisory state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Bespoke Advisory's recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 200871731.0,
      "total_employees": 10,
      "filing_date": "2023-09-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 110982353.0,
      "total_employees": 5,
      "filing_date": "2024-08-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 104959612.0,
      "total_employees": 6,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 284040176.0,
      "total_employees": 9,
      "filing_date": "2026-04-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "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)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 1, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.25% of assets a year",
    "account_minimum": "$25,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "The maximum Bespoke Advisory management fee is 1.25%."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $25,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "We generally require a minimum aggregate account value of $25 million. This minimum can be waived at the sole discretion of Bespoke Advisory."
        ]
      }
    ],
    "quotes": [
      "The maximum Bespoke Advisory management fee is 1.25%.",
      "We generally require a minimum aggregate account value of $25 million. This minimum can be waived at the sole discretion of Bespoke Advisory."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Alliance Bernstein",
      "name_as_filed": "ALLIANCE BERNSTEIN",
      "affiliated": false
    },
    {
      "name": "Anchorage Digital Bank National Association",
      "name_as_filed": "ANCHORAGE DIGITAL BANK NATIONAL ASSOCIATION",
      "affiliated": false
    },
    {
      "name": "Bitgo Holdings, Inc.",
      "name_as_filed": "BITGO HOLDINGS, INC.",
      "affiliated": false
    },
    {
      "name": "Capital Security Bank",
      "name_as_filed": "CAPITAL SECURITY BANK",
      "affiliated": false
    },
    {
      "name": "Capital Union Bank",
      "name_as_filed": "CAPITAL UNION BANK",
      "affiliated": false
    },
    {
      "name": "JP Morgan",
      "name_as_filed": "JP MORGAN",
      "affiliated": false
    },
    {
      "name": "Pictet & CIE Group SCA",
      "name_as_filed": "PICTET & CIE GROUP SCA",
      "affiliated": false
    },
    {
      "name": "Tetra Trust Company",
      "name_as_filed": "TETRA TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "Vontobel",
      "name_as_filed": "VONTOBEL",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/bespoke-advisory-evergreen-co-323909.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 8,
      "fewer_than_5": false,
      "raum": 33731633.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 200052598.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 33584698.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 2,
      "fewer_than_5": true,
      "raum": 16671247.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/323909",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}