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MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

CRD 156660 · SEC 801-110107

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12235 PECOS ST, SUITE 100, WESTMINSTER, CO, 80234, United States

Phone

720-500-0050

Fax

720-554-8052

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$929.1M

Discretionary AUM

$929.1M

Team

17 total employees; 15 advisory reps

Clients

251-500

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-05-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals883$299.4M
High net worth individuals308$629.3M

States served

AZ, CA, CO, GA, ID, IL, IN, KS, LA, MD, MA, MI, MN, NE, NV, NJ, NY, NC, OH, OK, PA, SC, TN, UT, VA, WI, MO, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD