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MICHAUD CAPITAL MANAGEMENT LLC
CRD 159828File 801-72973
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.44B
Top 25% of cohort (national)
Discretionary AUM
$468.6M
Non-discretionary $1.98B
Clients
14
101 accounts
Employees
19
Top 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 6, 2012
- Principal office
- 200 FILLMORE STREET, SUITE 300, DENVER, CO, 80206
- Phone
- 303-962-5345
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.44B
- Discretionary AUM
- $468.6M
- Non-discretionary AUM
- $1.98B
- Discretionary accounts
- 38
- Non-discretionary accounts
- 63
- Total accounts
- 101
- AUM per client
- $174.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $91.4M |
| High net worth individuals | 12 | $427.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Other advisory activities
- Selection of other advisers
- 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
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 32 | 14 | decreased by18 |
| Apr 1, 2026 | Employees | 17 | 19 | increased by2 |
| Apr 1, 2026 | Clients | 28 | 32 | increased by4 |
| Apr 1, 2026 | AUM | $2,448,148,356 | $2,444,281,186 | decreased by$3,867,170 |
| Apr 1, 2026 | Accounts | 84 | 101 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 17 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 19 | 28 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,667,919,900 | $2,448,148,356 | increased by$780,228,456 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 68 | 84 | increased by16 |
| Apr 1, 2022 | Employees | 9 | 11 | increased by2 |
| Apr 1, 2022 | Clients | 10 | 19 | increased by9 |
| Apr 1, 2022 | AUM | $1,406,979,587 | $1,667,919,900 | increased by$260,940,313 |
| Apr 1, 2022 | Accounts | 48 | 68 | increased by20 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MICHAUD CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MICHAUD CAPITAL” 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.