HIGH COUNTRY CAPITAL MANAGEMENT
Firm details
- Headquarters
- MONTROSE, Colorado
- CRD number
- 106151
- Website
- www.hccm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI62.28%
- Individuals33.72%
- Charitable Organizations2.84%
- Pension & Profit Sharing Plans1.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
High Country Capital Management operates as an independent, individually owned registered investment adviser focused on serving both individual and family clients as well as select institutional clients. The firm’s advisory scope centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its client engagement model combines discretionary portfolio management with non-discretionary relationships, and fees are charged as a percentage of assets under management alongside hourly billing for planning or consulting work. Investment activity is weighted toward public mutual funds as the dominant vehicle, but the firm also uses third-party alternative managers for specific allocations. High Country does not position itself as an active ESG investor and currently operates without multi-state registration status.
Assets & Accounts
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
- Public Funds/Mutual Funds81%
- Exchange Traded Equities15%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1LESLIE MCKENNA
Chief Financial OfficerCRD 4359698
Contacts
3 of 3JUSTIN MCKENNA
Vice President of Operations and TechnologyCRD 5870916
JASON NAPOLI
PresidentCRD 3116306
SCOTT SPANGLER
AdvisorCRD 3071280
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MONTROSE, CO
MONTROSE
Location
MONTROSE, CO
Headquartered in MONTROSE, CO, in the West of the United States.
- Region
- West
- County
- MONTROSE
- Address
- 521 E Main St
- Time zone
- MT (UTC-7)
- Office locations
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