Data / Investment advisers / Colorado / Colorado Capital Management
Colorado Capital Management, Boulder, CO: $638 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Colorado Capital Management is an SEC registered investment adviser with its main office in Boulder, Colorado and reports $638 million in regulatory assets under management in its Form ADV filed February 17, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Colorado Capital Management (CRD number 114011): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 114011
- SEC file number
- 801-60868
- SEC status
- Approved, effective February 1, 2002
- Legal name
- Colorado Capital Management, Inc.
- Main office
- 4430 Arapahoe Avenue Suite 120, Boulder, CO 80303
- Phone
- (303) 444-9300
- Website
- coloradocap.com
- Regulatory AUM
- $638,376,461 in the Form ADV filed February 17, 2026
- Discretionary AUM
- $569,942,588
- Non discretionary AUM
- $68,433,873
- Accounts
- 1,014
- Employees
- 10, of which 10 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 157 | $565.1 million |
| Individuals (other than high net worth individuals) | 77 | $52.6 million |
| Charitable organizations | 7 | $20.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $638.4 million | February 17, 2026 |
| December 1, 2025 | $560.3 million | November 19, 2025 |
Other advisers in Boulder
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| BSW Wealth Partners | Boulder | $2.24 billion | Not listed | adviserinfo.sec.gov |
| Woodbourne Capital Management International LP | Boulder | $1.98 billion | 15 | adviserinfo.sec.gov |
| Redefine Ventures LLC | Boulder | $1.28 billion | 33 | adviserinfo.sec.gov |
| The Millstone Evans Group, LLC | Boulder | $893.3 million | Not listed | adviserinfo.sec.gov |
| Black Swift Group, LLC | Boulder | $694.1 million | 3 | adviserinfo.sec.gov |
| Boulder Wealth Advisors, LLC | Boulder | $337.9 million | Not listed | adviserinfo.sec.gov |
| M4a3 LLC | Boulder | $322 million | 5 | adviserinfo.sec.gov |
| Broadview Wealth Partners | Boulder | $304.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boulder, CO
- Investment advisers in Colorado
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Colorado Capital Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.