Collaborative Fund Advisors
Collaborative Fund Advisors is an SEC-registered ria in Reno, NV with $144.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Collaborative Fund Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327121, SEC 801-128588, data through 2026-02-13.
- AUM (assets under management / regulatory AUM)
- $144.8M (2026-02-13)
- Firm type
- Ria
- Location
- Reno, NV
- Employees
- 11
- CRD
- 327121
- Ownership
- SKIDMORE, GREGORY, HASBROUCK; BELPOINTE FINANCIAL HOLDINGS, LLC; Schmitz, Joel, Christopher; LACOFF, BROOKS, ETHAN; STIRTON, SHANE, ROY
How much AUM does Collaborative Fund Advisors have?
Collaborative Fund Advisors reported $144.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-13).
Who owns Collaborative Fund Advisors?
Disclosed owners and executives of Collaborative Fund Advisors include SKIDMORE, GREGORY, HASBROUCK, BELPOINTE FINANCIAL HOLDINGS, LLC, Schmitz, Joel, Christopher, LACOFF, BROOKS, ETHAN, STIRTON, SHANE, ROY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.