# 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.

- CRD: 338182
- Filed as: COLAB CAPITAL
- Legal name: Colab Capital, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. George, UT
- Filing period: October 2026
- Form ADV filing dated: April 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338182
- AdvisorCensus page: https://advisorcensus.com/firm/colab-capital-st-george-ut-338182

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated April 6, 2026)

- 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $1,371,882
- Discretionary: $1,371,882
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $1,371,882 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- colab-capital.com

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Colab Capital (CRD 338182): Form ADV filing data as of October 2026.