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GHP INVESTMENT ADVISORS INC

CRD 107563File 801-49990
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.06B
Top 25% of cohort (national)
Discretionary AUM
$2.99B
Non-discretionary $77.9M
Clients
1,234
4,560 accounts
Employees
25
Top 10% of cohort in CO

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
DRO
Registration date
Aug 28, 1995
Principal office
1290 BROADWAY, SUITE 1100, DENVER, CO, 80203
Phone
303-831-5051

Assets & accounts

ADV Item 5F
Total regulatory AUM
$3.06B
Discretionary AUM
$2.99B
Non-discretionary AUM
$77.9M
Discretionary accounts
4,244
Non-discretionary accounts
316
Total accounts
4,560
AUM per client
$2.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$30.1M
Charitable organizationsFewer than 5$3.4M
High net worth individuals605$2.70B
Pooled investment vehicles1$10.1M
Pension and profit sharing plansFewer than 5$14.6M
Individuals (other than high net worth individuals)621$307.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Other
  • Publications
  • Financial planning services
  • Portfolio management for other
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients1,1641,234increased by70
Apr 1, 2026AUM$2,723,131,280$3,063,634,584increased by$340,503,304
Apr 1, 2026Accounts4,2994,560increased by261
May 1, 2025
vs Oct 1, 2022
Employees2225increased by3
May 1, 2025
vs Oct 1, 2022
Clients9761,164increased by188
May 1, 2025
vs Oct 1, 2022
AUM$2,168,614,353$2,723,131,280increased by$554,516,927
May 1, 2025
vs Oct 1, 2022
Accounts3,4464,299increased by853
Apr 1, 2022Employees2322decreased by1
Apr 1, 2022Clients920976increased by56
Apr 1, 2022AUM$1,745,376,983$2,168,614,353increased by$423,237,370
Apr 1, 2022Accounts9143,446increased by2,532
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “GHP INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GHP INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.