56 CAPITAL PARTNERS, LTD
Firm details
- Headquarters
- COLORADO SPRINGS, Colorado
- CRD number
- 290938
- Website
- 56capitalpartners.com
- Custodians
- INTERACTIVE BROKERS LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals36.33%
- HNWI36.18%
- Pension & Profit Sharing Plans27.48%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
56 Capital Partners, Ltd. operates as an independent registered investment adviser focused on fee-based planning and portfolio management for individuals, families and small institutions. The firm runs a predominantly equity-oriented investment program, using exchange-traded securities as its primary allocation vehicle while offering discretionary and non-discretionary management. Advisory services include financial planning, ongoing portfolio management for individuals and small businesses, and pension consulting. The firm does not position itself as an active ESG investor and maintains a narrow regulatory footprint rather than a multi-state advisory platform. Investment implementation appears pragmatic and execution-focused: equities and exchange-traded strategies form the core allocation, supplemented by targeted alternative exposures and income-producing products. The firm uses a mix of fee structures (percentage of assets under management plus hourly and fixed fees), which supports both ongoing asset management relationships and project-based planning engagements.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds6%
- Non-Investment Grade Corp Bonds4%
- Other3%
Contacts
3 of 3ERIN WATKINS
Investment Advisor RepresentativeCRD 6175779
Daniel Easton
Financial Operations AssociateCRD 7179724
DEREK MARTIN
Investment Advisor RepresentativeCRD 6059805
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
COLORADO SPRINGS, CO
EL PASO
Location
COLORADO SPRINGS, CO
Headquartered in COLORADO SPRINGS, CO, in the West of the United States.
- Region
- West
- County
- EL PASO
- Address
- 1465 Kelly Johnson Blvd
- Time zone
- MT (UTC-7)
- Office locations
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