Amazonite Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Amazonite Investments provides discretionary and non-discretionary asset management along with financial planning and consulting to individuals and business entities, generally requiring a $500,000 account minimum; its Form ADV lists $6.3 million in assets under management and roughly 66 clients as of December 31, 2025. Services include ongoing portfolio management based on documented goals, time horizons, and risk tolerance, with planning deliverables and consultations available on an hourly or fixed‑fee basis.
The firm relies on a mix of fundamental, technical and cyclical analysis to construct client portfolios and documents client objectives and restrictions in an investment profile or similar form. Amazonite’s stated strategies include trading and option writing (including covered options), and the brochure explicitly discusses the additional risks associated with options and other derivative instruments.
Distinctive features in the brochure include a recent material‑change disclosure (cover‑page contact information and an AUM update) and disclosure that the firm may receive soft‑dollar benefits tied to its recommended custodian, Charles Schwab. The firm also does not vote client proxies (clients receive proxies directly from custodians) and conducts quarterly account reviews overseen by its chief compliance officer, practices that differ from many peers.
Client services
Expertise
Fee options
Financial planning flat fee between $3,000 and $10,000
$0 - $250,000: 1.81% annually $250,000.01 - $500,000: 1.53% annually $500,000.01 - $1,000,000: 1.35% annually $1,000,000.01 - $2,500,000: 1.00% annually $2,500,000.01 - $5,000,000: 0.85% annually $5,000,000.01 - $10,000,000: 0.60% annually $10,000,000.01 - $20,000,000: 0.50% annually $20,000,000.01+: 0.35% annually
$250 per hour for financial planning
Account minimum: $500,000 Fee-only: Hourly fee of $250 per hour; Fixed fees between $3,000 and $10,000 for financial planning
Main office
See officeFort Collins CO
Advisors at this office
1
Most active in
Colorado · Louisiana · Mississippi · Tennessee · Texas
Also doing business as
Amazonite · Amazonite 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.
Forms ADV
Advisors at this firm
Willie G
Series 66
Fort Collins, CO
Amazonite Investments LLC
Willie Glover is a financial advisor at Amazonite Investments LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and in roles outside finance, including music and coaching. Amazonite Investments provides discretionary and non-discretionary asset management and financial planning services to individuals and business entities, including high-net-worth clients. The firm employs a combination of fundamental, technical, and cyclical analysis and may incorporate active trading strategies such as option writing and covered calls.
Rodney M
Series 66
Irving, TX
Amazonite Investments LLC
Rodney Mc Cauley is a financial advisor with Amazonite Investments LLC, holding a Series 66 designation and five years of industry experience. He has held roles at multiple firms including JP Morgan Securities LLC and Eagle Strategies LLC, and has operated as a sole proprietor since 2000. Outside of finance, he is involved with Golden Gate Funeral Home as an employee and contractor. Amazonite Investments provides discretionary and non-discretionary asset management and financial planning services to individuals and business entities, including high-net-worth clients. The firm utilizes fundamental, technical, and cyclical analysis and may employ active trading strategies such as option writing and covered calls.
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