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LARIMER CAPITAL CORPORATION
Legal name: LARIMER CAPITAL CORP
CRD 18189File 801-29070
APPROVED
Retail clients
Disclosure events
Filing as of Mar 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$169.9M
Bottom 25% of cohort (national)
Discretionary AUM
$169.9M
Clients
101
330 accounts
Employees
4
Bottom 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Dec 1, 1986
- Principal office
- 1720 SOUTH BELLAIRE STREET, SUITE 1110, DENVER, CO, 80222
- Phone
- 303-573-5511
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $169.9M
- Discretionary AUM
- $169.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 330
- Non-discretionary accounts
- 0
- Total accounts
- 330
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 45 | $156.4M |
| Individuals (other than high net worth individuals) | 56 | $13.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 11- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 123 | 101 | decreased by22 |
| Apr 1, 2026 | AUM | $156,240,746 | $169,920,671 | increased by$13,679,925 |
| Apr 1, 2026 | Accounts | 428 | 330 | decreased by98 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 539 | 123 | decreased by416 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $203,114,566 | $156,240,746 | decreased by$46,873,820 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 550 | 428 | decreased by122 |
| Apr 1, 2022 | Clients | 545 | 539 | decreased by6 |
| Apr 1, 2022 | AUM | $185,462,712 | $203,114,566 | increased by$17,651,854 |
| Apr 1, 2022 | Accounts | 545 | 550 | increased by5 |
| 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 “LARIMER CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LARIMER 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.