Colorado Capital Management

RIASEC Registered
Total AUM
$638M
Discretionary
$570M
89% of AUM
Avg account
$630K
Accounts
1,014
Employees
10
Advisory reps
10

Firm details

Headquarters
Boulder, Colorado
CRD number
114011
Registered since
February 1, 2002
Website
coloradocap.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI88.53%
  • Individuals8.23%
  • Charitable Organizations3.24%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Colorado Capital Management is an independent registered investment adviser and real estate fund organized as a corporation. The firm has been SEC registered since 2002. It serves both individual and family clients as well as institutional accounts, providing financial planning, portfolio management for individuals and small businesses, manager selection, and the publication of investment periodicals. The firm charges traditional percentage-of-AUM fees alongside hourly billing, and identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 66%, State & Local Bonds 11%, Exchange Traded Equities 7%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 5%, Other 5%, US Government Bonds 1%66%
  • Public Funds/Mutual Funds66%
  • State & Local Bonds11%
  • Exchange Traded Equities7%
  • Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents5%

Contacts

3 of 10
  • Lee Strongwater

    Lee Strongwater

    Senior AdvisorCRD 4537898

  • Andrew Gilson

    Andrew Gilson

    VP of OperationsCRD 4221231

  • Zuzana Birova

    Zuzana Birova

    Portfolio ManagerCRD 6890984

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 83

Active vs passive

$254M in ETFs

Passive

64%

$163M

Active

27%

$91.6M

ETFProviderStyleCategoryValueShares% of portfolio
XTRACKERS MSCI USA SELECTION EQUITY ETF (USSG)DWSPassiveLarge Blend$21.6M303,6258.51%
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Location

Primary office

Boulder, CO

Boulder

Location

Boulder, CO

Headquartered in Boulder, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Boulder
Address
4430 Arapahoe Ave
Time zone
MT (UTC-7)
Office locations

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More RIAs in Boulder →All Colorado RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth