# Consilium, LLC

> 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.

- CRD: 304503
- Filed as: CONSILIUM, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boulder, CO
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304503
- AdvisorCensus page: https://advisorcensus.com/firm/consilium-llc-boulder-co-304503

## Quick answers

**How is Consilium, LLC compensated?**
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.

**Where is Consilium, LLC located?**
Consilium, LLC's principal office is in Boulder, CO, according to its Form ADV.

**Is Consilium, LLC registered with the SEC or a state?**
Consilium, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304503.

**How much does Consilium, LLC manage?**
Consilium, LLC reports $215,033,000 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (25% discretionary).

**How have Consilium, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Consilium, LLC serve?**
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).

**Which custodians does Consilium, LLC use?**
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.

**Does Consilium, LLC 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/304503

**Does Consilium, LLC state an account minimum?**
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."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: $250,000

> Our minimum initial account value is $250,000; however, we may accept accounts for less than the minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Empower Retirement, LLC
- John Hancock Trust Company LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $215,033,000
- Discretionary: $53,698,000
- Non-discretionary: $161,335,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $6,160,000 |
| High net worth individuals | 7 | $18,516,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $154,737,000 |
| Charitable organizations | Fewer than 5 | $18,022,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $17,598,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- consilium-llc.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $126,387,000 | 1 | February 8, 2021 |
| October 2022 | $167,138,000 | 1 | February 8, 2022 |
| October 2023 | $154,891,000 | 1 | February 24, 2023 |
| October 2024 | $171,807,000 | 1 | March 5, 2024 |
| October 2025 | $210,757,000 | 1 | March 23, 2025 |
| October 2026 | $215,033,000 | 1 | March 24, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Consilium, LLC (CRD 304503): Form ADV filing data as of October 2026.