Ardent Investors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ardent Investors, LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and financial planning to individual and high-net-worth clients. As of March 2026 the firm managed approximately $19.2 million across about 26 client relationships and does not offer wrapped fee programs.
The firm employs an active investment approach using a blend of fundamental, technical, cyclical and charting analyses to build diversified portfolios across mutual funds, ETFs/ETNs, individual equities, fixed income, MLPs and REITs. Portfolios may include derivative-based strategies — including covered calls, cash‑covered puts and purchased options for hedging or investment purposes — and the firm permits hedges such as inverse ETFs when deemed appropriate.
What is distinctive for this adviser relative to most independent peers is the explicit use of derivatives in separately managed accounts, a practice that is relatively uncommon among firms of this type. The sole advisor holds a CFA charter and a law degree, operates with a small client base, and requires client custody with a large institutional custodian, which influences the firm’s trade execution, reporting, and operational arrangements.
Client services
Expertise
Fee options
$0 - $499,999: 1.00% annually $500,000 - $999,999: 0.90% annually $1,000,000+: 0.50% annually
Fee-only: Fixed fee for financial planning services ranging from $1,000 to $8,000 depending on complexity
Main office
Colorado Springs CO
Advisors at this office
2
Most active in
Colorado · Texas
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
Brent S
Series 65
Colorado Springs, CO
Ardent Investors, LLC
Brent Sharpe is a financial advisor with Ardent Investors, LLC in Colorado Springs, CO. He holds a Series 65 designation and has experience working in the insurance industry, including roles at Sharpe Insurance Agency and Farmers Insurance. Ardent Investors, LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm employs an active investment approach incorporating fundamental, technical, cyclical, and charting analyses, with portfolios that may include derivatives-based strategies such as covered calls and hedging techniques.
Jeffrey S
CFA®, Series 66
Colorado Springs, CO
Ardent Investors, LLC
Jeffrey Sharpe is a CFA charterholder and holds a Series 66 license with four years of industry experience. He is the principal and sole advisor at Ardent Investors, LLC, based in Colorado Springs, CO. Prior to founding Ardent Investors in 2021, he worked at Thrivent Financial and Thrivent Investment Management Inc. Mr. Sharpe maintains an insurance license to offer risk management advice to clients but does not earn commissions from this service. Ardent Investors, LLC provides discretionary portfolio management and financial planning for individual and high-net-worth clients, using an all-weather investment approach that incorporates fundamental, technical, cyclical, and charting analyses. The firm manages diversified, tax-aware portfolios across multiple asset classes and employs limited options strategies for hedging and income.
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