Larimer Capital Corporation
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
FINTRXOverview
Larimer Capital Corporation is an independent broker‑dealer and registered representative firm that has been operating since the mid‑1980s. Owned by an individual, the firm serves primarily individual and family clients and combines broker‑dealer, registered‑rep and insurance brokerage activities with advisory services. Its advisory offerings include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and pension consulting. Larimer bills clients through a mix of percentage‑of‑AUM, hourly and fixed fees. The firm does not market itself as an ESG investor and is not organized as a multi‑state or related adviser capital allocator.
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
- 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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