# AWARE INVESTING

AWARE INVESTING is an Asset Manager based in Colorado Springs.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Colorado Springs
- **Assets under management:** Undisclosed
- **Website:** awareinvesting.com
- **LinkedIn:** https://www.linkedin.com/company/theretirementexpert

## Regulatory record

- **CRD number:** 144809
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144809

## About

AWARE INVESTING, INC is a state-registered investment adviser. The firm manages approximately $5 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### What is AWARE Investing's investment strategy?

No investment strategy has been publicly documented by AWARE Investing. The firm's SEC registration does not include a Part 2A brochure or any description of its advisory services. It is possible the firm manages internal or family capital under a minimal disclosure obligation.

### Does AWARE Investing accept outside capital?

There is no indication that AWARE Investing solicits or accepts external capital. The firm's regulatory filing reports zero regulatory assets under management, a status commonly used by single-family offices or advisers serving a single private fund that qualifies for the private fund adviser exemption.

### Who manages AWARE Investing?

The SEC filing does not list any named principal, officer, or control person for AWARE Investing. The firm has not publicly identified its founders, investment committee, or advisory personnel.

### How can I contact AWARE Investing for due diligence?

AWARE Investing maintains no public website, phone number, or email address. The SEC record provides a filing address in California and a single regulatory contact identifier, but no direct business contact information is available.

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Last updated: 2026-08-11T15:06:13.093Z

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