Mountain Capital Investment Advisors Inc
● SEC registered since 2017CRD 156660SEC# 801-110107Westminster, CO
Reg. AUM
$929.1M
Employees
17
Accounts
3,631
Location
Westminster, CO
Mountain Capital Investment Advisors Inc assets under management
Mountain Capital Investment Advisors Inc is an SEC-registered investment adviser based in Westminster, CO. The firm has been registered since 2017. It reports $929.1 million in regulatory assets under management and employs 17 people.
Mountain Capital Investment Advisors Inc owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandt Phillip Burns Control | Founder And Chief | 25-50% | 2011 |
| Jeremy A Sanchez Control | Chief Compliance Officer, Chief Operating Officer | Under 5% | 2025 |
| Merchant Investment Management, LLC | Private Partnership | 10-25% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Mountain Capital Investment Advisors Inc manage?
Mountain Capital Investment Advisors Inc reports $929.1 million in regulatory assets under management on its Form ADV.
How many employees does Mountain Capital Investment Advisors Inc have?
Mountain Capital Investment Advisors Inc reports 17 employees.
Where is Mountain Capital Investment Advisors Inc located?
Mountain Capital Investment Advisors Inc is based in Westminster, CO and has been SEC-registered since 2017.
Does Mountain Capital Investment Advisors Inc disclose fund performance?
Mountain Capital Investment Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12235 Pecos St, Suite 100, Westminster, CO 80234 |
| Phone | 720-500-0050 |
| Fax | 720-554-8052 |
| Office hours | 9:00 a.m. -5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1714506 |
| Discloses disciplinary history | No |
Regulatory AUM
$929.1M▲ 53%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$929.1Mregulatory AUM
Discretionary $929.1M