AdvisorCensus / Financial advisors / Utah / St. George / Colab Capital
Colab Capital is an SEC-registered investment advisory firm in St. George, UT, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 6, 2026.
Quick answers
From the filingHow is Colab Capital compensated?
On its Form ADV (Item 5.E, October 2026), Colab Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges.
What does Colab Capital's brochure say about its fees?
Its Form ADV Part 2A brochure dated April 6, 2026 states: Up to $2,499,999: 1.75% a year; $2,500,000 to $5,000,000: 1.5% a year; Above $5,000,001: 1.25% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Colab Capital located?
Colab Capital's principal office is in St. George, UT, according to its Form ADV.
Is Colab Capital registered with the SEC or a state?
Colab Capital is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338182.
How much does Colab Capital manage?
Colab Capital reports $1,371,882 in regulatory assets under management in its Form ADV filing dated April 6, 2026 (100% discretionary).
Does Colab Capital report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338182
What changed in Colab Capital's recent Form ADV filings?
In the May 2026 filing data: Regulatory assets under management went from $0 to $1,371,882.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,499,999 | 1.75% |
| $2,500,000 to $5,000,000 | 1.5% |
| Above $5,000,001 | 1.25% |
The brochure's wording
Market Value of Client Assets Max Annual Advisory Fee Less than $2,500,000 1.75% $2,500,000 to $5,000,000 1.50% $5,000,001 or more 1.25%
As stated in the firm's Form ADV Part 2A brochure dated April 6, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,371,882 as of October 2026, filing dated April 6, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Colab Capital, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- May 2026
- Regulatory assets under management went from $0 to $1,371,882.
- January 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Colab Capital (CRD 338182): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/colab-capital-st-george-ut-338182