Aveo Capital Partners LLC

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Assets, Funds, Holdings

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Aveo Capital Partners LLC
CRD #157728
SEC #801-72359
CIK #0001576584
AUM $1.5 BB (2024-05-29)
Employees 33 (67% Investors, 30% Brokers)
Phone303-552-0945
Address9635 Maroon Circle
Englewood, CO 80112
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
1600128096064032002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
IAU 10.3
MSFT 1,918,222.4 8.0
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
100080060040020002015201820212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 890 278.1
(b) Individuals (high net worth individuals) 428 1,023.6
(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 0 0.0
(g) Pension and profit sharing plans 59 156.0
(h) Charitable organizations 8 6.9
(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 12 48.7
(n) Other 0 0.0
Total 4,113 1,513.3
By Discretionary
Discretionary 3,941 1,324.2
Non-Discretionary 172 189.1
Total 4,113 1,513.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,513.3
Total 4,113 1,513.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001576584]
Related Firms State AUM ($BB)
Aveo Capital Partners LLC
CO 1.5
Blue Sky Asset Management LLC
CO 0.0
Comparable Firms State AUM ($BB)
Leo Wealth LLC
TX 1.5
DT Investment Partners LLC
PA 1.5
Silveroak Wealth Management LLC
MN 1.5
Landaas & Company
WI 1.5
DHK Financial Advisors Inc
NH 1.5
EFG Asset Management Americas Corp
FL 1.5
Barber Financial Group
KS 1.5
Bitterroot Capital Advisors LLC
MT 1.5
Novare Capital Management
NC 1.5
Tom Johnson Investment Management LLC
OK 1.5
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