Firm ledger

A list of facts with dates. The October 2019 Financial Planning cover can move to an archive page.

Formed	Colorado, 2019
Registration	SEC, CRD 300811. Registration does not imply skill or training.
Offices	4045 St. Cloud Drive, Suite 220, Loveland, CO. 80 Front Street, Marblehead, MA.
Pay	Fee only. No performance fee.
Assets	Over $333 million as of August 14, 2026. over $333M · as of Aug 14, 2026
Client portal	Charles Schwab login is on the site. Confirm custodian wording against the ADV before this line ships.

Public changelog link would list each edit. This mockup does not claim the cover was the last good year. It just stops using it as the main proof.