LARIMER CAPITAL CORPORATION

Broker-DealerFINRA MemberEst. 1986
Total AUM
$170M
Discretionary
$170M
100% of AUM
Accounts
330
Employees
4
Advisory reps
2
Brokerage reps
2

Firm details

Headquarters
DENVER, Colorado
CRD number
18189
Registered since
December 1, 1986
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI92.05%
  • Individuals7.95%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Larimer Capital Corporation is an independent broker-dealer that combines brokerage, insurance distribution and advisory services for individual and family clients. The firm emphasizes equity-centered portfolios, running discretionary strategies across separately managed accounts while also providing financial planning, pension consulting and portfolio management for small businesses and institutions. Fee arrangements are flexible—percentage of AUM, hourly and fixed-fee engagements are all used depending on client needs—and the firm operates as a registered rep/insurance broker in addition to its advisory work. Investment activity skews toward exchange-traded public securities for core exposure, with an active allocation to third‑party alternative managers for private-market and structured credit exposure. Larimer Capital does not position itself as an ESG-focused investor. The firm has been registered since 1986 and is owned by an individual, which tends to reflect a smaller, relationship-driven client model rather than a large institutional platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, US Government Bonds 10%, State & Local Bonds 10%, Cash & Cash Equivalents 10%, Non-Exchange Traded Equities 5%, Investment Grade Corp Bonds 5%60%
  • Exchange Traded Equities60%
  • US Government Bonds10%
  • State & Local Bonds10%
  • Cash & Cash Equivalents10%
  • Non-Exchange Traded Equities5%

Contacts

2 of 2
  • ADAM CARMEL

    OwnerCRD 1074710

  • GERARD OLOUGHLIN

    Registered RepresentativeCRD 806103

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
1720 S Bellaire St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth