# DAVID B. PATSTON, CPA, CFA

DAVID B. PATSTON, CPA, CFA of DENVER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 131673
- Type: SEC-registered investment adviser
- Location: 1440 BLAKE ST., SUITE 310, DENVER, CO, 80202
- Phone: 303-573-0280
- Latest filing: 2026-03-09
- Regulatory AUM: $96.3M
- Discretionary AUM: $83.9M
- Non-discretionary AUM: $12.4M
- Clients: 1
- Accounts: 118

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131673/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131673/similar
- Related entities: https://search.stillhousedata.com/firm/131673/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131673

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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.