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SEMPER AUGUSTUS INVESTMENTS GROUP LLC

CRD 108153File 801-55966
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$982.2M
Above cohort median (national)
Discretionary AUM
$982.2M
Clients
269
529 accounts
Employees
9
Top 25% of cohort in CO

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
DRO
Registration date
Oct 26, 1998
Principal office
200 PLAZA DRIVE STE 240, HIGHLANDS RANCH, CO, 80129
Phone
303-893-1214

Assets & accounts

ADV Item 5F
Total regulatory AUM
$982.2M
Discretionary AUM
$982.2M
Non-discretionary AUM
$0
Discretionary accounts
529
Non-discretionary accounts
0
Total accounts
529
AUM per client
$3.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other17$59.0M
Charitable organizations4$151.1M
High net worth individuals201$693.6M
Pooled investment vehicles1$59.1M
Pension and profit sharing plans3$8.0M
Individuals (other than high net worth individuals)43$11.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients255269increased by14
Apr 1, 2026AUM$693,021,903$982,168,444increased by$289,146,541
Apr 1, 2026Accounts494529increased by35
May 1, 2025
vs Oct 1, 2022
Employees79increased by2
May 1, 2025
vs Oct 1, 2022
Clients159255increased by96
May 1, 2025
vs Oct 1, 2022
AUM$390,361,230$693,021,903increased by$302,660,673
May 1, 2025
vs Oct 1, 2022
Accounts323494increased by171
Apr 1, 2022Clients150159increased by9
Apr 1, 2022AUM$304,872,335$390,361,230increased by$85,488,895
Apr 1, 2022Accounts313323increased by10
Dec 1, 2021Employees67increased by1
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “SEMPER AUGUSTUS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SEMPER AUGUSTUS” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.