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FPFOCO

FORT COLLINS, CO · CRD 283890 · IAPD ↗ · 970-225-0504

$151.7MRegulatory AUM
3Advisory reps
4Employees
8Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2026 — FPFOCO reported RAUM up 38% ($110.0M -> $151.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
November 2024 — FPFOCO notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
September 2024 — FPFOCO (FORT COLLINS, CO) is newly SEC-registered with $101.5M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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