Data / Investment advisers / Colorado / Maxq Asset Management LLC
Maxq Asset Management LLC, Greenwood Village, CO: $408 million AUM, SEC registered investment adviser
Maxq Asset Management LLC is an SEC registered investment adviser with its main office in Greenwood Village, Colorado and reports $408 million in regulatory assets under management in its Form ADV filed March 16, 2026. Its clients include state and municipal governments. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 336560
- SEC file number
- 801-132926
- SEC status
- Approved, effective June 4, 2025
- Main office
- 6400 S Fiddlers Green Circle Suite 300, Greenwood Village, CO 80111
- Phone
- (720) 452-2343
- Website
- maxqam.com
- Regulatory AUM
- $407,749,700 in the Form ADV filed March 16, 2026
- Discretionary AUM
- $407,749,700
- Accounts
- 1
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 1 | $407.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $407.7 million | March 16, 2026 |
| December 1, 2025 | $400 million | September 15, 2025 |
Other advisers in Greenwood Village
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Impact Capital Partners LLC | Greenwood Village | $625.6 million | Not listed | adviserinfo.sec.gov |
| Owl Creek Wealth Partners | Greenwood Village | $602.3 million | Not listed | adviserinfo.sec.gov |
| JPL Wealth Management, LLC | Greenwood Village | $587.9 million | Not listed | adviserinfo.sec.gov |
| Tandem Financial, LLC | Greenwood Village | $541.8 million | Not listed | adviserinfo.sec.gov |
| Noble Wealth Management P.B.C. | Greenwood Village | $444.1 million | Not listed | adviserinfo.sec.gov |
| Causey Wealth LLC | Greenwood Village | $393.2 million | Not listed | adviserinfo.sec.gov |
| Cresalta Investment Management, Inc. | Greenwood Village | $323.4 million | Not listed | adviserinfo.sec.gov |
| Marshall Investment Management, LLC | Greenwood Village | $298 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Greenwood Village, CO
- Investment advisers in Colorado
- Advisers with $100 million to $500 million in AUM
- Advisers serving state and municipal governments
- Maxq Asset Management LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.