Investment adviser · CRD 174844
TUCKER ASSET MANAGEMENT LLC
Investment adviser filing (IA)
LITTLETON, CO, United States · Form ADV filed Sep 28, 2026
- Regulatory AUM
- $604M Form ADV · Item 5.F
- Client accounts
- 3,217 Accounts, not individual clients
- Employees
- 80 Reported in this filing
- Advisory professionals
- 69 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 |
|---|---|---|---|
| Individuals | 2,900 | $428,622,935 | 71.0% |
| High-net-worth individuals | 43 | $103,078,568 | 17.1% |
| Retirement plans | 17 | $71,861,273 | 11.9% |
Filing source
Form ADV 2114515 · Sep 28, 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: Sep 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
1520 WEST CANAL COURT, SUITE 100LITTLETON, CO, 80120, United States
CRD 174844
Filing source
Form ADV 2114515 · Sep 28, 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.