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COLORADO CAPITAL MANAGEMENT
Legal name: COLORADO CAPITAL MANAGEMENT, INC.
CRD 114011File 801-60868
APPROVED
Retail clients
Custody
Filing as of Feb 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$638.4M
Above cohort median (national)
Discretionary AUM
$569.9M
Non-discretionary $68.4M
Clients
241
1,014 accounts
Employees
10
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 1, 2002
- Principal office
- 4430 ARAPAHOE AVENUE, SUITE 120, BOULDER, CO, 80303-1100
- Phone
- 303-444-9300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $638.4M
- Discretionary AUM
- $569.9M
- Non-discretionary AUM
- $68.4M
- Discretionary accounts
- 891
- Non-discretionary accounts
- 123
- Total accounts
- 1,014
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 7 | $20.7M |
| High net worth individuals | 157 | $565.1M |
| Individuals (other than high net worth individuals) | 77 | $52.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.