DENEWILER CAPITAL MANAGEMENT INC

RIASEC Registered
Total AUM
$102M
Discretionary
$102M
100% of AUM
Avg account
$323K
Accounts
316
Employees
3
Advisory reps
2

Firm details

Headquarters
DENVER, Colorado
CRD number
114346
Fee structure
Percentage of AUM
Client types
  • HNWI88.66%
  • Individuals10.12%
  • Charitable Organizations0.77%
  • Corporations / Businesses0.45%
Services
Financial PlanningPortfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Denewiler Capital Management Inc. is a client-facing independent registered investment advisor that runs discretionary equity-focused portfolios for individuals and families. The firm charges fees as a percentage of assets under management and combines financial planning with ongoing portfolio management and periodic written communications. Its advisory mandate centers on equity exposure delivered primarily through exchange-traded instruments, with discretionary authority across client accounts. Denewiler Capital is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, US Government Bonds 20%, Cash & Cash Equivalents 13%, Investment Grade Corp Bonds 5%, State & Local Bonds 1%, Public Funds/Mutual Funds 1%60%
  • Exchange Traded Equities60%
  • US Government Bonds20%
  • Cash & Cash Equivalents13%
  • Investment Grade Corp Bonds5%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • WARREN DENEWILER

    Founder & Chief Investment OfficerCRD 868037

Contacts

1 of 1
  • Ethan Anderson

    Portfolio ManagerCRD 7437823

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
1600 Stout St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth