BESPOKE ADVISORY

RIASEC RegisteredEst. 2023

Total AUM

$284M

Discretionary

$283M

100% of AUM

Avg account

$17.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: EVERGREEN, Colorado
CRD number: 323909
Registered since: January 13, 2023
Website: bespokegroup.io
Custodians: PICTET & CIE GROUP SCA, TETRA TRUST COMPANY, VONTOBEL, J.P. MORGAN SECURITIES INC., ANCHORAGE DIGITAL BANK, CAPITAL SECURITY BANK, BITGO HOLDINGS, INC., TRADITION CAPITAL BANK, ALLIANCE BERNSTEIN
Fee structure: Percentage of AUM, Fixed Fees
Client types: Charitable Organizations70.43%
HNWI11.88%
Corporations / Businesses11.82%
Other5.87%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bespoke Advisory is an independent Registered Investment Adviser organized as a limited liability company and registered with the SEC in 2023. The firm positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its advisory agenda emphasizes comprehensive financial planning and discretionary portfolio management for individuals, small businesses, and institutions, along with the selection and oversight of third-party advisers. Fee arrangements combine a percentage-of-AUM component with fixed-fee engagements, reflecting a mix of ongoing portfolio relationships and project-based planning work. Portfolio construction leans toward liquid, cash-heavy positioning alongside targeted allocations to external managers and pooled vehicles. The firm does not identify as an active ESG investor. Given its classification as a capital allocator and its custody relationships, Bespoke Advisory is set up to implement both traditional and digital-asset strategies, tailoring exposures to client objectives and risk tolerances.