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, SEC-registered registered investment adviser established in 2017 that serves individuals and families with fee-based portfolio management and financial planning. The firm operates on a percentage-of-AUM fee schedule and focuses on managing household and small-business portfolios rather than institutional pension work. Its regulatory profile indicates it is not designated as a multi-state adviser and it does not identify as an active ESG investor.
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
1 of 1Jeremy Sanchez
Chief Operations OfficerCRD 2856807
Contacts
3 of 16JASON SAUL
Investment Advisor RepresentativeCRD 8015872
John Strunc
Financial AdvisorCRD 7182037
Adam Allgaier
Financial AdvisorCRD 7327603
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$1.8B in ETFs
94%
$1.7B
6%
$117M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $1.3B | 1,569,113 | 71.81% |
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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