AUMdb

Citizen Mint Advisors Llc

State-registered Investment Adviser CRD 322686 · SEC file 802-127157 · · www.citizenmint.com
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Feb 2024 · $461K combined gross assets

FundTypeDomicileGross assetsOwners
Cm Investments 2022 Llc Cm Mrf 1 Llc Other Private Fund Delaware $461K 28

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Dunford, James, Marshall Chief Technology Officer May 2022 (4y) 25% – 50%
Hile, Joshua, Lawrence Chief Executive Officer / Chief Compliance Officer May 2022 (4y) 50% – 75%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (1, $461K gross assets)

FundTypeGross assetsMin. investmentOwners
Cm Investments 2022 Llc Cm Mrf 1 Llc Other Private Fund $461K $10.0K 28

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 3.83 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗