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, corporation-structured RIA that registered with the SEC in 2017. The firm focuses on clients who are individuals and families, delivering financial planning and portfolio management services for individual and small-business clients. It charges fees based on a percentage of assets under management and is not identified as an active ESG investor. The firm reports using third-party managers for alternatives rather than running in-house private funds.
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 54Active vs passive
$670M in ETFs
81%
$545M
18%
$125M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF (FNDF) | Schwab | Passive | Foreign Large Value | $154M | 2,921,147 | 23.02% |
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
Similar firms
Townsend
RIAWestminster, CO
APO Financial Services, LLC
RIAWestminster, CO
ACE Wealth Partners, LLC
RIAWestminster, CO
Atlas Lifestyle Planning Group LLC
RIAWestminster, CO
Merels Capital
RIAWestminster, CO
Sprinkle Financial Consultants LLC
RIALittleton, CO