Colorado Capital Management
Colorado Capital Management is an SEC-registered wealth manager in Boulder, CO with $638.4M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Colorado Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114011, SEC 801-60868, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $638.4M (2026-02-17)
- Firm type
- Wealth Manager
- Location
- Boulder, CO
- Employees
- 10
- Clients
- 241
- CRD
- 114011
- Ownership
- ELLIS, STEVEN, LLOYD; KRYSZAK, RANDALL, L.; NICHOLSON, HENRY, MELVILLE; ROEBER, KIRSTEN, ELIZABETH; STRONGWATER, LEE, MICHAEL
How much AUM does Colorado Capital Management have?
Colorado Capital Management reported $638.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Colorado Capital Management?
Disclosed owners and executives of Colorado Capital Management include ELLIS, STEVEN, LLOYD, KRYSZAK, RANDALL, L., NICHOLSON, HENRY, MELVILLE, ROEBER, KIRSTEN, ELIZABETH, STRONGWATER, LEE, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.