Mountain Capital Investment Advisors Inc
Firm details
- Headquarters
- Westminster, Colorado
- CRD number
- 156660
- Registered since
- March 22, 2017
- Website
- mountaincapital.us
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI67.73%
- Individuals32.23%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mountain Capital Investment Advisors Inc is an independent registered investment adviser that provides financial planning and portfolio management for individuals, families and small businesses. The firm is SEC-registered (registered in 2017) and operates on a percentage-of-AUM fee model. It is organized as a corporation with domestic and individual ownership and positions itself around equity-focused portfolios rather than ESG- or pension-focused mandates.
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 Equities68%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$685M in ETFs
82%
$559M
18%
$126M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF (FNDF) | Schwab | Passive | Foreign Large Value | $161M | 3,003,440 | 23.55% |
Location
Westminster, CO
Adams
Location
Westminster, CO
Headquartered in Westminster, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Adams
- Address
- 12235 Pecos St
- Time zone
- MT (UTC-7)
- Office locations
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