Larimer Capital Corporation

Broker-DealerFINRA MemberEst. 1986
Total AUM
$170M
Discretionary
$170M
100% of AUM
Accounts
330
Employees
4
Advisory reps
2
Brokerage reps
2

Firm details

Headquarters
Denver, Colorado
CRD number
18189
Registered since
December 1, 1986
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI92.05%
  • Individuals7.95%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Larimer Capital Corporation is an independent broker‑dealer and registered representative firm that has been operating since the mid‑1980s. Owned by an individual, the firm serves primarily individual and family clients and combines broker‑dealer, registered‑rep and insurance brokerage activities with advisory services. Its advisory offerings include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and pension consulting. Larimer bills clients through a mix of percentage‑of‑AUM, hourly and fixed fees. The firm does not market itself as an ESG investor and is not organized as a multi‑state or related adviser capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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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 10%, State & Local Bonds 10%, Cash & Cash Equivalents 10%, Non-Exchange Traded Equities 5%, Investment Grade Corp Bonds 5%60%
  • Exchange Traded Equities60%
  • US Government Bonds10%
  • State & Local Bonds10%
  • Cash & Cash Equivalents10%
  • Non-Exchange Traded Equities5%

Contacts

2 of 2
  • Adam Carmel

    Adam Carmel

    OwnerCRD 1074710

  • Gerard Oloughlin

    Gerard Oloughlin

    Registered RepresentativeCRD 806103

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
1720 S Bellaire St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth