Fee-only adviser · Denver, CO
Ask Dolly
Ask Dolly is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Denver, Colorado. On its latest Form ADV, filed October 29, 2026, it reports 877 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 337843 · SEC file 801-134446 |
| Office | 865 Albion ST Ste 250 Denver, CO 80220 |
| Phone | (720) 432-6841 |
| Website | www.askdolly.com |
| Regulatory assets under management | Not reported |
| Individual clients | 877 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Subscription |
| Services | Financial planning, Educational seminars |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 29, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
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