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AVEO CAPITAL PARTNERS, LLC

ENGLEWOOD, CO · CRD 157728 · IAPD ↗ · (303) 552-0945

$1.64BRegulatory AUM
21Advisory reps
27Employees
0Clients
26-50Planning clients
0Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
January 2026 — AVEO CAPITAL PARTNERS, LLC (ENGLEWOOD, CO) left the SEC roster (was $1.64B RAUM, 21 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
49
March 2025 — AVEO CAPITAL PARTNERS, LLC notice-filed in MT, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
June 2024 — AVEO CAPITAL PARTNERS, LLC notice-filed in NJ, SC, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
74
April 2024 — AVEO CAPITAL PARTNERS, LLC grew from 18 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.