Investment adviser · CRD 104574
PRUDENT MAN INVESTMENT MANAGEMENT
Investment adviser filing (IA)
PRUDENT MAN INVESTMENT MANAGEMENT INC
LOUSIVILLE, CO, United States · Form ADV filed Mar 16, 2026
- Regulatory AUM
- $390M Form ADV · Item 5.F
- Client accounts
- 762 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 106 | $310,942,570 | 79.7% |
| Individuals | 137 | $64,871,512 | 16.6% |
| Retirement plans | Fewer than 5 | $14,341,521 | 3.7% |
Filing source
Form ADV 2038288 · Mar 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 16, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
927 MAIN STREETLOUSIVILLE, CO, 80027, United States
CRD 104574
Filing source
Form ADV 2038288 · Mar 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.