LARIMER CAPITAL CORPORATION
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 18189
- Registered since
- December 1, 1986
- Website
- www.larimercapital.com
- 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 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
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 2ADAM 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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