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BONFIRE FINANCIAL, LLC
CRD 288522File 801-119543
APPROVED
Retail clients
Custody
Filing as of Jul 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$234.0M
Below cohort median (national)
Discretionary AUM
$200.2M
Non-discretionary $33.8M
Clients
278
815 accounts
Employees
4
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Sep 25, 2020
- Principal office
- 5755 MARK DABLING BLVD, STE 220, COLORADO SPRINGS, CO, 80919
- Phone
- 719-394-3900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $234.0M
- Discretionary AUM
- $200.2M
- Non-discretionary AUM
- $33.8M
- Discretionary accounts
- 798
- Non-discretionary accounts
- 17
- Total accounts
- 815
- AUM per client
- $842K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $3.3M |
| High net worth individuals | 55 | $128.5M |
| Pension and profit sharing plans | 17 | $33.8M |
| Individuals (other than high net worth individuals) | 206 | $68.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 3 | 4 | increased by1 |
| Mar 1, 2026 | Custody | No | Yes | |
| Mar 1, 2026 | Clients | 269 | 278 | increased by9 |
| Mar 1, 2026 | AUM | $198,158,840 | $233,998,032 | increased by$35,839,192 |
| Mar 1, 2026 | Accounts | 746 | 815 | increased by69 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 153 | 269 | increased by116 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $151,169,070 | $198,158,840 | increased by$46,989,770 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 525 | 746 | increased by221 |
| Mar 1, 2022 | Clients | 164 | 153 | decreased by11 |
| Mar 1, 2022 | AUM | $122,499,724 | $151,169,070 | increased by$28,669,346 |
| Mar 1, 2022 | Accounts | 423 | 525 | increased by102 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BONFIRE FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BONFIRE FINANCIAL” 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.