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TUCKER ASSET MANAGEMENT LLC
CRD 174844File 801-107110
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$603.6M
Above cohort median (national)
Discretionary AUM
$531.7M
Non-discretionary $71.9M
Clients
2,960
3,217 accounts
Employees
80
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 13, 2016
- Principal office
- 1520 WEST CANAL COURT, SUITE 100, LITTLETON, CO, 80120
- Phone
- 303-734-1234
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $603.6M
- Discretionary AUM
- $531.7M
- Non-discretionary AUM
- $71.9M
- Discretionary accounts
- 3,200
- Non-discretionary accounts
- 17
- Total accounts
- 3,217
- AUM per client
- $204K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 43 | $103.1M |
| Pension and profit sharing plans | 17 | $71.9M |
| Individuals (other than high net worth individuals) | 2,900 | $428.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.