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COLORADO CAPITAL MANAGEMENT
COLORADO CAPITAL MANAGEMENT, INC.
CRD 114011 · SEC 801-60868
4430 ARAPAHOE AVENUE, SUITE 120, BOULDER, CO, 80303-1100, United States
Phone
303-444-9300
Fax
303-444-2027
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$638.4M
Discretionary AUM
$569.9M
Team
10 total employees; 10 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 77 | $52.6M |
| High net worth individuals | 157 | $565.1M |
| Charitable organizations | 7 | $20.7M |
States served
CA, CO, NY, NH
All web addresses on file
Official SEC filing: View on IAPD