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| Mountain Capital Investment Advisors Inc
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|---|---|
| CRD # | 156660 |
| SEC # | 801-110107 |
| CIK # | 0001714506 |
| AUM | 929.1 M (2026-05-20) |
| Employees | 17 (88% Investors, 0% Brokers) |
| Phone | 720-500-0050 |
| Address | 12235 Pecos St Westminster, CO 80234 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 7.2 | ||
| Apple Inc | 6.6 | ||
| Nvidia Corp | 2.6 | ||
| Microsoft Corp | 1.6 | ||
| Amazon Com Inc | 1.6 | ||
| Visa Inc | 1.5 | ||
| Flaherty & Crumrine Preferred & Income Securities Fund Inc | 1.0 | ||
| Frontier Group Holdings Inc | 0.9 | ||
| iShares Bitcoin Trust | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 883 | 299.4 |
| (b) Individuals (high net worth individuals) | 308 | 629.3 |
| (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 | 0 | 0.4 |
| (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 | 3,631 | 929.1 |
| By Discretionary | ||
| Discretionary | 3,631 | 929.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,631 | 929.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.0 | |
| United States Persons | 923.1 | |
| Total | 3,631 | 929.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001714506] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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