{
  "crd_number": 304503,
  "slug": "consilium-llc-boulder-co-304503",
  "primary_business_name": "CONSILIUM, LLC",
  "legal_name": "CONSILIUM, LLC",
  "dbas": [],
  "city": "Boulder",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "14500",
  "metro": {
    "cbsa_code": "14500",
    "common_name": "Boulder",
    "msa_name": "Boulder, CO",
    "path": "/advisors/co/boulder"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-12-16",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 215033000.0,
  "raum_discretionary": 53698000.0,
  "raum_non_discretionary": 161335000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 18022000.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 6160000.0,
      "count": 12
    },
    "pension_profit_sharing": {
      "raum": 154737000.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 18516000.0,
      "count": 7
    },
    "corporations_other_businesses": {
      "raum": 17598000.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO"
  ],
  "websites": [
    "https://consilium-llc.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304503",
  "city_as_filed": "BOULDER",
  "url": "https://advisorcensus.com/firm/consilium-llc-boulder-co-304503",
  "display_name": "Consilium, LLC",
  "summary": "Consilium, LLC is an SEC-registered investment advisory firm in Boulder, CO, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. Consilium, LLC (CRD 304503): 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)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Consilium, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Consilium, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Consilium, LLC located?",
      "a": "Consilium, LLC's principal office is in Boulder, CO, according to its Form ADV."
    },
    {
      "q": "Is Consilium, LLC registered with the SEC or a state?",
      "a": "Consilium, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304503."
    },
    {
      "q": "How much does Consilium, LLC manage?",
      "a": "Consilium, LLC reports $215,033,000 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (25% discretionary)."
    },
    {
      "q": "How have Consilium, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Consilium, LLC: Regulatory assets under management: $126,387,000 in the October 2021 data and $215,033,000 in the October 2026 data, up 70%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Consilium, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (7); pension and profit sharing plans (but not the plan participants or government pension plans) (5)."
    },
    {
      "q": "Which custodians does Consilium, LLC use?",
      "a": "Consilium, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Empower Retirement, LLC and John Hancock Trust Company LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Consilium, LLC 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/304503"
    },
    {
      "q": "Does Consilium, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 says: \"Our minimum initial account value is $250,000; however, we may accept accounts for less than the minimum.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 126387000.0,
      "total_employees": 1,
      "filing_date": "2021-02-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 167138000.0,
      "total_employees": 1,
      "filing_date": "2022-02-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 154891000.0,
      "total_employees": 1,
      "filing_date": "2023-02-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 171807000.0,
      "total_employees": 1,
      "filing_date": "2024-03-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 210757000.0,
      "total_employees": 1,
      "filing_date": "2025-03-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 215033000.0,
      "total_employees": 1,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000"
        ],
        "quotes": [
          "Our minimum initial account value is $250,000; however, we may accept accounts for less than the minimum."
        ]
      }
    ],
    "quotes": [
      "Our minimum initial account value is $250,000; however, we may accept accounts for less than the minimum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Empower Retirement, LLC",
      "name_as_filed": "EMPOWER RETIREMENT, LLC",
      "affiliated": false
    },
    {
      "name": "John Hancock Trust Company LLC",
      "name_as_filed": "JOHN HANCOCK TRUST COMPANY LLC",
      "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/consilium-llc-boulder-co-304503.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 6160000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 7,
      "fewer_than_5": false,
      "raum": 18516000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 154737000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 18022000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 17598000.0
    }
  ],
  "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/304503",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}