Mountain Capital Investment Advisors Inc

RIASEC RegisteredEst. 2017
Total AUM
$929M
Discretionary
$929M
100% of AUM
Avg account
$256K
Accounts
3,631
Employees
17
Advisory reps
17

Firm details

Headquarters
Westminster, Colorado
CRD number
156660
Registered since
March 22, 2017
Website
mountaincapital.us
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI67.73%
  • Individuals32.23%
  • Charitable Organizations0.04%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Mountain Capital Investment Advisors Inc is an independent, fee-based registered investment adviser formed in 2017 that serves individuals and families. The firm provides financial planning and portfolio management specifically geared to individuals and small businesses. It charges clients a percentage of assets under management and does not operate as a capital allocator or pension consultant. Investment activity shows a clear bias toward equities and exchange-traded products. The adviser is not identified as an active ESG investor. Industry connections include an affiliation with accounting professionals, which likely supports tax and reporting coordination for client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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 68%, Public Funds/Mutual Funds 28%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, US Government Bonds 1%68%
  • Exchange Traded Equities68%
  • Public Funds/Mutual Funds28%
  • Cash & Cash Equivalents2%
  • Non-Exchange Traded Equities1%
  • US Government Bonds1%

Owners & executives

1 of 1

  • Jeremy Sanchez

    Chief Operations OfficerCRD 2856807

Contacts

3 of 16

  • Jason Saul

    Investment Advisor RepresentativeCRD 8015872

  • John Strunc

    John Strunc

    Financial AdvisorCRD 7182037

  • Adam Allgaier

    Adam Allgaier

    Financial AdvisorCRD 7327603

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 54

Active vs passive

$670M in ETFs

Passive

81%

$545M

Active

18%

$125M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF (FNDF)SchwabPassiveForeign Large Value$154M2,921,14723.02%
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Location

Primary office

Westminster, CO

Adams

Location

Westminster, CO

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

Metro area
Denver-Aurora, CO
Region
West
County
Adams
Address
12235 Pecos St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth