Boulder Canyon Financial

Overview

Boulder Canyon Financial is an independent registered investment adviser operating as an LLC and focused on individual and family clients. The firm charges fees as a percentage of assets under management and provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers when needed. It describes itself as a capital allocator and favors equity-oriented portfolios: exchange-traded equities and ETFs are the central building blocks of client accounts. The firm does not describe itself as an active ESG investor and is not presented as a multi-state adviser. Boulder Canyon Financial manages client relationships on a discretionary basis, positioning itself to implement model portfolios and separate managed account sleeves rather than acting solely as a non-discretionary advisor. The practice appears designed to serve a relatively concentrated client base, with a focus on customized portfolio construction for high-net-worth households and small business owners.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices