AEOM Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AEOM provides discretionary portfolio management and financial planning primarily for individuals and high‑net‑worth individuals, creating written Investment Policy Statements that document goals, tax considerations, and risk tolerances. The firm also publishes a free quarterly newsletter that includes market outlooks, sector commentary, and deeper stock analyses.
AEOM’s investment approach blends a core passive allocation with selective active strategies, using modern portfolio theory alongside quantitative, technical, and charting analysis; margin and options may be used when consistent with a client’s documented risk profile. Accounts are generally managed on a discretionary basis and tailored through individualized planning and documented client restrictions.
Notably, AEOM accepts performance‑based fee arrangements for qualified clients and requires clients to custody assets at a specified broker‑dealer, arrangements that can affect execution and conflict‑management considerations. The firm’s leadership has a quantitative and data‑science background and the practice operates with a relatively small client roster and modest assets under management, which tends to produce highly individualized portfolio work.
Client services
Expertise
Fee options
$500 to $10,000 fixed fee for financial plans
$0 - $1,000,000: 1.00% annually $1,000,001+: 0.75% annually
$250 per hour (negotiable)
20.00% of capital appreciation on assets for Qualified Clients, plus a 1.00% annual fee
Main office
Lafayette CO
Advisors at this office
1
Most active in
Colorado · Texas
Also doing business as
Aeom Investment Advisors · Aeom Investment Advisors, LLC · Aeom Investments, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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