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| Happy Holidays!! thanks for using AUM13F!! |
| Mountain Capital Investment Advisors Inc
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| CRD # | 156660 |
| SEC # | 801-110107 |
| CIK # | 0001714506 |
| AUM | $744.7 M (2025-04-28) |
| Employees | 14 (100% Investors, 0% Brokers) |
| Phone | 720-500-0050 |
| Address | 12235 Pecos St Westminster, CO 80234 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.0 | ||
| Tesla Motors Inc | 4.4 | ||
| Microsoft Corp | 1.9 | ||
| VISA Inc | 1.8 | ||
| Nvidia Corp | 1.6 | ||
| Amazon Com Inc | 1.5 | ||
| iShares Bitcoin Trust | 1.4 | ||
| Flaherty & Crumrine Preferred & Income Securities Fund Inc | 1.0 | ||
| Frontier Group Holdings Inc | 0.6 | ||
| Costco Wholesale Corp /NEW | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 859 | 205.9 |
| (b) Individuals (high net worth individuals) | 254 | 538.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,239 | 744.7 |
| By Discretionary | ||
| Discretionary | 3,239 | 744.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,239 | 744.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.0 | |
| United States Persons | 740.7 | |
| Total | 3,239 | 744.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001714506] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TSG Advice Partners LLC
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|
OH | 0.8 |
|
Evernest Financial Advisors
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|
IN | 0.8 |
|
The Family Firm Inc
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MD | 0.8 |
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Shulman Demeo Asset Management LLC
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NY | 0.8 |
|
Pinney & Scofield Inc
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|
MA | 0.7 |
|
Warner Financial Inc
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|
MD | 0.7 |
|
Financial Resources Groupcom LLC
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|
WA | 0.7 |
|
CGC Financial Services LLC
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|
OR | 0.7 |
|
MARS Jewett Financial Group Inc
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|
WA | 0.7 |
|
Centric Wealth Management LLC
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IL | 0.7 |