Colorado Capital Management, Inc.
● SEC registered since 2002CRD 114011SEC# 801-60868Boulder, CO
Reg. AUM
$638.4M
Employees
10
Accounts
1,014
Location
Boulder, CO
Colorado Capital Management, Inc. assets under management
Colorado Capital Management, Inc. is a registered investment adviser overseen by the SEC based in Boulder, CO. The firm has been registered since 2002. It reports $638.4 million in regulatory assets under management and employs 10 people.
Colorado Capital Management, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Keith Gilson | Shareholder | Under 5% | 2022 |
| Emily Jean Lucero | Shareholder | Under 5% | 2024 |
| Erica Nicole Loughrey | Shareholder | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Colorado Capital Management, Inc. manage?
Colorado Capital Management, Inc. reports $638.4 million in regulatory assets under management on its Form ADV.
How many employees does Colorado Capital Management, Inc. have?
Colorado Capital Management, Inc. reports 10 employees.
Where is Colorado Capital Management, Inc. located?
Colorado Capital Management, Inc. is based in Boulder, CO and has been SEC-registered since 2002.
Does Colorado Capital Management, Inc. disclose fund performance?
Colorado Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4430 Arapahoe Avenue, Suite 120, Boulder, CO 80303-1100 |
| Phone | 303-444-9300 |
| Fax | 303-444-2027 |
| Office hours | 9-5 |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1664147 |
| Discloses disciplinary history | No |
Regulatory AUM
$638.4M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$638.4Mregulatory AUM
Discretionary $569.9MNon-discretionary $68.4M