GHP INVESTMENT ADVISORS INC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 107563
- Registered since
- August 28, 1995
- Website
- ghpia.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI88.07%
- Individuals10.03%
- Corporations / Businesses0.98%
- Pension & Profit Sharing Plans0.48%
- Pooled Investment Vehicles0.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
GHP Investment Advisors Inc is an independent registered investment adviser that has been SEC-registered since 1995 and operates as an individually owned RIA. The firm serves both high-net-worth individuals and institutional clients, offering financial planning, portfolio management for individuals and pooled vehicles, pension consulting and educational publishing. Its advisory model blends discretionary portfolio management with fee arrangements that include percentage-of-AUM, hourly and fixed-fee engagements, and the capacity to charge performance-based fees—consistent with its management of and investment in pooled and hedge-fund style vehicles. Investment positioning is equity-focused: the firm’s filings show a clear preference for exchange-traded equities as the primary allocation engine. GHP is not positioned as an ESG-focused manager and is not a multi-state adviser per the most recent filings. In addition to managing separate client accounts, the firm sponsors pooled investment vehicles and acts in roles such as sponsor, general partner and managing member for its private funds. GHP has received external recognition, including placements on Financial Times’ Top 300 RIA Firms list in 2020, FA Magazine’s Top RIA Firms list in 2020, and Forbes’ Top RIA Firms list in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds29%
- US Government Bonds11%
- Cash & Cash Equivalents6%
Owners & executives
2 of 2SEBRINA IVEY
Chief Operating OfficerCRD 6066606
CHRISTIAN LEWTON
Chief Investment AnalystCRD 6345635
Contacts
3 of 23Jack Miskulin
Trading & Portfolio Operations AssociateCRD 7828648
ERNESTO MONTES
Client Relations SpecialistCRD 6509719
Angela Lee
Director of Tax PlanningCRD 7315664
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 317Active vs passive
$853M in ETFs
98%
$839M
<1%
$14.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $42.6M | 1,462,216 | 4.99% |
Location
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 1290 N Broadway
- Time zone
- MT (UTC-7)
- Office locations
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