Finesse Funds, LLC

Public-record details

Address

132 Midland Avenue, Suite 3, Basalt, CO 81621

Phone

(970) 927-1200

Listed under

Financial planning, Hourly fees, % of assets managed

CRD number

132640

Registration

State registered: CO

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses

Regulatory assets under management

$55.8 million

Accounts managed

21

Clients reported (Form ADV 5.D)

21

Individual / high-net-worth clients

15 / 6

Employees

1

Other business activities (Form ADV 6.A)

Also active as: accountant or accounting firm, lawyer or law firm

Disclosures reported on Form ADV

Yes — see IAPD for details

Latest Form ADV filing

2026-07-22

State registered (CO) investment adviser, CRD 132640, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 132640 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums), and details of the disclosures reported on Form ADV.
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.