ADELMANN FINANCIAL, INC.

ADELMANN FINANCIAL, INC. of COLORADO SPRINGS, CO is an SEC-registered investment adviser (CRD 114825). Regulatory assets under management: $105.9M.

Registration

• CRD: 114825
• SEC file number: 801-69390
• Type: Registered investment adviser
• Location: 1295 KELLY JOHNSON BLVD., COLORADO SPRINGS, CO, 80920
• Phone: 719-599-7374
• Latest filing: 2026-03-10
• Regulatory AUM: $105.9M
• Discretionary AUM: $99.0M
• Non-discretionary AUM: $6.9M
• Clients: 3
• Accounts: 340

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114825 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search