Colorado Capital Management

Overview

Colorado Capital Management is an independent registered investment adviser that also operates a real estate fund vehicle. The firm has been SEC-registered since 2002 and is organized as a corporation owned by an individual. Its clientele includes high-net-worth individuals and families as well as institutional investors. Services listed on filings emphasize comprehensive financial planning, discretionary portfolio management for individuals and small businesses, manager selection (third-party adviser selection), and the publication of periodic investment commentary or newsletters. The firm charges fees tied to assets under management and also uses hourly billing for certain services. It identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices