# Essential Investment Partners, LLC

> Essential Investment Partners, LLC is an SEC-registered investment advisory firm in Englewood, CO, registered since 2009, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 149509
- Filed as: ESSENTIAL INVESTMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Englewood, CO
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149509
- AdvisorCensus page: https://advisorcensus.com/firm/essential-investment-partners-llc-englewood-co-149509

## Quick answers

**How is Essential Investment Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Essential Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Essential Investment Partners, LLC located?**
Essential Investment Partners, LLC's principal office is in Englewood, CO, according to its Form ADV.

**Is Essential Investment Partners, LLC registered with the SEC or a state?**
Essential Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 149509.

**How much does Essential Investment Partners, LLC manage?**
Essential Investment Partners, LLC reports $222,966,333 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (96% discretionary).

**How have Essential Investment Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Essential Investment Partners, LLC: Regulatory assets under management: $194,130,868 in the October 2021 data and $222,966,333 in the October 2026 data, up 15%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Essential Investment Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (54); individuals (other than high net worth individuals) (23); charitable organizations (2).

**Does Essential Investment Partners, 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/149509

**What changed in Essential Investment Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $201,998,851 to $222,966,333 (+10%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $222,966,333
- Discretionary: $212,993,981
- Non-discretionary: $9,972,352

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $10,558,309 |
| High net worth individuals | 54 | $200,799,292 |
| Charitable organizations | 2 | $11,608,732 |

### 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)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2009 (17 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [essentialinvestment.com](https://essentialinvestment.com)
- LinkedIn @1174377

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $194,130,868 | 3 | March 19, 2021 |
| October 2022 | $217,861,477 | 4 | March 3, 2022 |
| October 2023 | $167,641,619 | 4 | March 8, 2023 |
| October 2024 | $189,723,252 | 3 | March 19, 2024 |
| October 2025 | $201,998,851 | 3 | March 27, 2025 |
| October 2026 | $222,966,333 | 3 | March 30, 2026 |

Regulatory assets under management: $194,130,868 in the October 2021 data and $222,966,333 in the October 2026 data, up 15%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $201,998,851 to $222,966,333 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Essential Investment Partners, LLC (CRD 149509): Form ADV filing data as of October 2026.