|
⚲
|
| Colorado Capital Management Inc
✚
|
|
|---|---|
| CRD # | 114011 |
| SEC # | 801-60868 |
| CIK # | 0001664147 |
| AUM | $560.3 M (2025-07-14) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 303-444-9300 |
| Address | 4430 Arapahoe Avenue, Suite 120 Boulder, CO 80303-1100 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 1.4 | ||
| Amazon Com Inc | 1.4 | ||
| Alphabet Inc | 1.2 | ||
| Procter & Gamble Co | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 58.5 |
| (b) Individuals (high net worth individuals) | 111 | 487.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 14.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,126 | 560.3 |
| By Discretionary | ||
| Discretionary | 860 | 473.1 |
| Non-Discretionary | 266 | 87.2 |
| Total | 1,126 | 560.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 560.3 | |
| Total | 1,126 | 560.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001664147] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rockport Wealth LLC
✚
|
OH | 0.6 |
|
van Den Berg Management I Inc
✚
|
TX | 0.6 |
|
360 Financial Inc
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|
MN | 0.6 |
|
Bellatore Financial Inc
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|
TX | 0.6 |
|
Garden State Investment Advisory Services LLC
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|
NJ | 0.6 |
|
Dale K Ehrhart Inc
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|
FL | 0.6 |
|
Midwest Professional Planners Ltd
✚
|
WI | 0.6 |
|
WBI Investments LLC
✚
|
NJ | 0.6 |
|
Kutscher Benner Barsness & Stevens Inc
✚
|
WA | 0.6 |
|
Purus Wealth Management LLC
✚
|
CA | 0.5 |