High Country Capital Management
Firm details
- Headquarters
- Montrose, Colorado
- CRD number
- 106151
- Website
- www.hccm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI62.28%
- Individuals33.72%
- Charitable Organizations2.84%
- Pension & Profit Sharing Plans1.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
High Country Capital Management is an independent, individually owned registered investment adviser that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fees are charged as a percentage of assets under management and, in some situations, on an hourly basis. The firm does not identify as an active ESG investor and is not positioned as a multi-state adviser or a capital allocator; it appears to rely on external managers for alternative exposures rather than running proprietary funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds81%
- Exchange Traded Equities15%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Leslie Mckenna
Chief Financial OfficerCRD 4359698
Contacts
3 of 3
Justin Mckenna
Vice President of Operations and TechnologyCRD 5870916

Jason Napoli
PresidentCRD 3116306
Scott Spangler
AdvisorCRD 3071280
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Montrose, CO
Montrose
Location
Montrose, CO
Headquartered in Montrose, CO, in the West of the United States.
- Region
- West
- County
- Montrose
- Address
- 521 E Main St
- Time zone
- MT (UTC-7)
- Office locations
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