SourcingSourcing

FIT ASSET MANAGEMENT, LLC

B58
CRD 281494·SEC 801-130633·CENTENNIAL, CO
AUM
$147.4M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$442K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FIT ASSET MANAGEMENT, LLC
CRD
281494
SEC file #
801-130633
EIN
383982303
DBA names
Fit Wealth Management

Economics

AUM
$147.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$122.0M → $147.4M▲ +21%
Client mix
Individuals Other171
Individuals High Net Worth43

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
CENTENNIAL CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
fitassetmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MILLER, BRIAN, MICHAEL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MILLER, BRIAN, MICHAEL
ANDERSON, AARON, ROBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FITASSETMANAGEMENT.COM
Rdap Domain Creation Date
2014-12-29T17:57:14Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001661794
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2015-12-31
Edgar Last Filing Date
2018-12-06
Edgar Form D Count
4
Edgar Form D Offerings
2018-12-062018-12-06 · 0001661794-18-000001
2017-12-062017-12-06 · 0001661794-17-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
5424 CHAMBRAY CTHIGHLANDS RANCH, CO 80130
Business
5424 CHAMBRAY CTHIGHLANDS RANCH, CO 80130
Edgar EIN
383982303
Edgar Recent Filings
D/A2018-12-06 · 0001661794-18-000001
D/A2017-12-06 · 0001661794-17-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-12-29T17:57:14Z
Rdap Domain Last Changed
2025-12-30T12:32:03Z
Rdap Nameservers
Ns1.bluehost.comNs2.bluehost.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2425829
Trust Company Affiliate
No

People (3)

3
MILLER, BRIAN, MICHAEL
IAR · Direct Owner · 62.5%
2425829
ANDERSON, AARON, ROBERT
IAR · Direct Owner · 37.5%
5134032
WILLIAM JOSEPH DONOHUE
IAR
2404970