DAVID B. PATSTON, CPA, CFA

DAVID B. PATSTON, CPA, CFA of DENVER, CO is an SEC-registered investment adviser (CRD 131673). Regulatory assets under management: $96.3M.

Registration

• CRD: 131673
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 131673 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search