# OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP of ASPEN, CO is an SEC-registered investment adviser.

## Registration

- CRD: 110069
- Type: SEC-registered investment adviser
- SEC file number: 801-54953
- Location: 501 RIO GRANDE PLACE, SUITE 107, ASPEN, CO, 81611
- Phone: 970-925-8747
- Latest filing: 2026-07-31
- Regulatory AUM: $3.0B
- Discretionary AUM: $3.0B
- Clients: 31
- Accounts: 2,732

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (35)

_Showing 25 of 35 people._

| Name | Role | Location |
| --- | --- | --- |
| Thomas Ruffner Nelson | DIRECTOR | Birmingham, AL |
| Roger David Hennefeld | LIMITED PARTNER AND VICE PRESIDENT | — |
| Alexandra Flynn Phillips | GENERAL PARTNER, LIMITED PARTNER AND PRESIDENT; GENERAL PARTNER, LIMITED PARTNER, AND PRESIDENT; GENERAL PARTNER, LIMITED PARTNER, PRESIDENT, AND CCO (+1 more) | — |
| George Tod Wood | LIMITED PARTNER AND VICE PRESIDENT; LIMITED PARTNER AND VICE PRESIDENT EMERITUS | — |
| Lee Worsham Dines | LIMITED PARTNER AND SVP EMERITUS | — |
| Charlton Alexander Rugg | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER | — |
| Dana Lyn Nightingale | LIMITED PARTNER AND SENIOR VICE PRESIDENT | — |
| Bret Rosensweig Hirsh | LIMITED PARTNER AND VICE PRESIDENT | — |
| Adam Maxwell Savin | LIMITED PARTNER AND VICE PRESIDENT; PRINCIPAL | — |
| Helen Swiggett Ward | BENEFICIAL OWNER; GENERAL PARTNER | — |
| Walter Raymond Obermeyer | GENERAL PARTNER AND CHAIRMAN; GENERAL PARTNER, CHAIRMAN AND CHIEF INVESTMENT OFFICER; PRINCIPAL | — |
| Thomas E Nelson | DIRECTOR | — |
| WOOD GEORGE FRANCIS | CO-FOUNDER EMERITUS; GENERAL PARTNER AND CO-CHAIRMAN; MEMBER AND CO-CHAIRMAN | — |
| OBERMEYER WALTER RAYMOND | CHIEF COMPLIANCE OFFICER, GENERAL PARTNER, CO-CHAIRMAN AND PRESIDENT; GENERAL PARTNER, CHAIRMAN AND CHIEF INVESTMENT OFFICER; GENERAL PARTNER, CO-CHAIRMAN AND PRESIDENT (+4 more) | — |
| GOLTERMANN JOHN ROBERT | LIMITED PARTNER, SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER; MEMBER, SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER; SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER (+3 more) | — |
| PATTERSON WILLIAM | DIRECTOR | — |
| DINES LEE WORSHAM | LIMITED PARTNER AND SENIOR VICE PRESIDENT; LIMITED PARTNER AND SVP EMERITUS; MEMBER AND SENIOR VICE PRESIDENT | — |
| KING WADE HAMPTON | VICE PRESIDENT | — |
| PHILLIPS ALEXANDRA FLYNN | LIMITED PARTNER AND EXECUTIVE VICE PRESIDENT; LIMITED PARTNER AND PRESIDENT; LIMITED PARTNER AND SENIOR VICE PRESIDENT (+3 more) | — |
| HENNEFELD ROGER DAVID | LIMITED PARTNER AND VICE PRESIDENT; VICE PRESIDENT | — |
| KANDEL LAURENCE JOHN | VICE PRESIDENT | — |
| ZANIN BRAD | VICE PRESIDENT | — |
| SAVIN ADAM MAXWELL | LIMITED PARTNER AND VICE PRESIDENT | — |
| WOOD GEORGE TOD | LIMITED PARTNER AND VICE PRESIDENT; MEMBER AND VICE PRESIDENT | — |
| CHIN JOSEPH SHI-PING | LIMITED PARTNER AND VICE PRESIDENT; MEMBER AND VICE PRESIDENT | — |


## Branch offices (3)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| DENVER | CO | 6 | 303-321-8188 |
| — | — | 1 | 303-321-8188 |
| STEAMBOAT SPRINGS | CO | 1 | 303-321-8188 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110069/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110069/similar
- Related entities: https://search.stillhousedata.com/firm/110069/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110069

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.