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ONE BOW RIVER ADVISERS, LLC.

CRD 333311File 801-132352
APPROVED
Custody
Filing as of Jun 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$525.9M
Above cohort median (national)
Discretionary AUM
$525.9M
Clients
1
1 accounts
Employees
34
Above cohort median in CO

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
DRO
Registration date
Apr 7, 2025
Principal office
422 E. VERMIJO AVENUE, COLORADO SPRINGS, CO, 80903
Phone
(303) 861-8466

Assets & accounts

ADV Item 5F
Total regulatory AUM
$525.9M
Discretionary AUM
$525.9M
Non-discretionary AUM
$0
Discretionary accounts
1
Non-discretionary accounts
0
Total accounts
1
AUM per client
$525.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles1$525.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
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
Jul 1, 2026Employees3234increased by2
Jul 1, 2026AUM$564,434,107$525,923,463decreased by$38,510,644
Apr 1, 2026Employees2732increased by5
Apr 1, 2026AUM$518,990,325$564,434,107increased by$45,443,782
May 1, 2025Registration—APPROVED

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

See plans that list “ONE BOW” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ONE BOW” 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.