GHP INVESTMENT ADVISORS INC

RIASEC RegisteredEst. 1995
Total AUM
$3.1B
Discretionary
$3B
97% of AUM
Avg account
$672K
Accounts
4,560
Employees
25
Advisory reps
25

Firm details

Headquarters
DENVER, Colorado
CRD number
107563
Registered since
August 28, 1995
Website
ghpia.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • HNWI88.07%
  • Individuals10.03%
  • Corporations / Businesses0.98%
  • Pension & Profit Sharing Plans0.48%
  • Pooled Investment Vehicles0.33%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

GHP Investment Advisors Inc is an independent registered investment adviser that has been SEC-registered since 1995 and operates as an individually owned RIA. The firm serves both high-net-worth individuals and institutional clients, offering financial planning, portfolio management for individuals and pooled vehicles, pension consulting and educational publishing. Its advisory model blends discretionary portfolio management with fee arrangements that include percentage-of-AUM, hourly and fixed-fee engagements, and the capacity to charge performance-based fees—consistent with its management of and investment in pooled and hedge-fund style vehicles. Investment positioning is equity-focused: the firm’s filings show a clear preference for exchange-traded equities as the primary allocation engine. GHP is not positioned as an ESG-focused manager and is not a multi-state adviser per the most recent filings. In addition to managing separate client accounts, the firm sponsors pooled investment vehicles and acts in roles such as sponsor, general partner and managing member for its private funds. GHP has received external recognition, including placements on Financial Times’ Top 300 RIA Firms list in 2020, FA Magazine’s Top RIA Firms list in 2020, and Forbes’ Top RIA Firms list in 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 55%, Public Funds/Mutual Funds 29%, US Government Bonds 11%, Cash & Cash Equivalents 6%55%
  • Exchange Traded Equities55%
  • Public Funds/Mutual Funds29%
  • US Government Bonds11%
  • Cash & Cash Equivalents6%

Owners & executives

2 of 2
  • SEBRINA IVEY

    Chief Operating OfficerCRD 6066606

  • CHRISTIAN LEWTON

    Chief Investment AnalystCRD 6345635

Contacts

3 of 23
  • Jack Miskulin

    Trading & Portfolio Operations AssociateCRD 7828648

  • ERNESTO MONTES

    Client Relations SpecialistCRD 6509719

  • Angela Lee

    Director of Tax PlanningCRD 7315664

Unlock 20 more contacts

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

ETF holdings

1 of 317

Active vs passive

$853M in ETFs

Passive

98%

$839M

Active

<1%

$14.5M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP GROWTH ETF (SCHG)SchwabPassiveLarge Growth$42.6M1,462,2164.99%

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
1290 N Broadway
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth