A
AEOM Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$673,354
Clients
2
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$336,677
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
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
Options & derivatives strategies
Passive / index investing
Active portfolio management
Real estate investing
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 location
AEOM Investments, LLC
Lafayette CO, United States
Number of offices
1
Most active in
AEOM Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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