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| Authentic Counsel LLC
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|
|---|---|
| CRD # | 173306 |
| SEC # | 801-127787 |
| CIK # | |
| AUM | $172.6 M (2026-03-30) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 972-719-2557 |
| Address | 5600 S Quebec St Greenwood Village, CO 80111 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | JS Strategic SPV LP | 2026-03-30 | 2.8 | |
| PE | Solomon Fund I LP | [2023-12-04] | 7.5 | 8.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 43.2 |
| (b) Individuals (high net worth individuals) | 77 | 111.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 10.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 6.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 843 | 172.6 |
| By Discretionary | ||
| Discretionary | 823 | 168.5 |
| Non-Discretionary | 20 | 4.1 |
| Total | 843 | 172.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 172.6 | |
| Total | 843 | 172.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Chad Frantzen | 2 | 2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Uwharrie Investment Advisors Inc
✚
|
NC | 0.3 |
|
OceanIQ Capital LLC
✚
|
CA | 0.3 |
|
Emerson Equity LLC
✚
|
CA | 0.3 |
|
Gatepass Capital LLC
✚
|
OH | 0.3 |
|
Helium Advisors LLC
✚
|
WA | 0.2 |
|
Trademark Capital Management Inc
✚
|
GA | 0.2 |
|
Kruse Asset Management LLC
✚
|
IL | 0.1 |
|
Lumiere Financial Group LLC
✚
|
NY | 0.1 |
|
UMB Private Wealth Management LLC
✚
|
MO | 0.1 |
|
CornerStone Advisory Corp
✚
|
TX | 0.0 |