{
  "crd_number": 114011,
  "slug": "colorado-capital-management-boulder-co-114011",
  "primary_business_name": "COLORADO CAPITAL MANAGEMENT",
  "legal_name": "COLORADO CAPITAL MANAGEMENT, INC.",
  "dbas": [],
  "city": "Boulder",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "14500",
  "metro": {
    "cbsa_code": "14500",
    "common_name": "Boulder",
    "msa_name": "Boulder, CO",
    "path": "/advisors/co/boulder"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2002-02-01",
  "years_registered": 24,
  "period": "2026-10-01",
  "filing_date": "2026-02-17",
  "carried_forward": false,
  "raum_total": 638376461.0,
  "raum_discretionary": 569942588.0,
  "raum_non_discretionary": 68433873.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 10,
  "advisory_employees": 10,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 20698518.0,
      "count": 7
    },
    "individuals": {
      "raum": 52551556.0,
      "count": 77
    },
    "high_net_worth_individuals": {
      "raum": 565126387.0,
      "count": 157
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "NH",
    "NY"
  ],
  "websites": [
    "https://coloradocap.com",
    "https://facebook.com/Colorado-Capital-Management-102580415917544",
    "https://linkedin.com/company/colorado-capital-management"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/114011",
  "city_as_filed": "BOULDER",
  "url": "https://advisorcensus.com/firm/colorado-capital-management-boulder-co-114011",
  "display_name": "Colorado Capital Management",
  "summary": "Colorado Capital Management is an SEC-registered investment advisory firm in Boulder, CO, registered since 2002, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 17, 2026.",
  "citation": "AdvisorCensus. Colorado Capital Management (CRD 114011): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is Colorado Capital Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Colorado Capital Management reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Colorado Capital Management located?",
      "a": "Colorado Capital Management's principal office is in Boulder, CO, according to its Form ADV."
    },
    {
      "q": "Is Colorado Capital Management registered with the SEC or a state?",
      "a": "Colorado Capital Management is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 114011."
    },
    {
      "q": "How much does Colorado Capital Management manage?",
      "a": "Colorado Capital Management reports $638,376,461 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (89% discretionary)."
    },
    {
      "q": "How have Colorado Capital Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Colorado Capital Management: Regulatory assets under management: $445,727,873 in the October 2021 data and $638,376,461 in the October 2026 data, up 43%. Total employees: 8 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Colorado Capital Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (157); individuals (other than high net worth individuals) (77); charitable organizations (7)."
    },
    {
      "q": "Which custodians does Colorado Capital Management use?",
      "a": "Colorado Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Colorado Capital Management report any disciplinary disclosures?",
      "a": "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/114011"
    },
    {
      "q": "Does Colorado Capital Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 17, 2026 says: \"The minimum account size is $1,000,000 per household. Fees and minimum account size may be negotiable or adjusted lower at our discretion, as a result of the size, complexity, and growth potential of an account.\""
    },
    {
      "q": "What changed in Colorado Capital Management's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 9 to 10. Regulatory assets under management went from $560,325,709 to $638,376,461 (+14%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 445727873.0,
      "total_employees": 8,
      "filing_date": "2021-04-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 488188006.0,
      "total_employees": 10,
      "filing_date": "2022-08-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 439959198.0,
      "total_employees": 9,
      "filing_date": "2023-04-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 499859455.0,
      "total_employees": 10,
      "filing_date": "2024-02-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 560325709.0,
      "total_employees": 9,
      "filing_date": "2025-07-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 638376461.0,
      "total_employees": 10,
      "filing_date": "2026-02-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 10.",
        "Regulatory assets under management went from $560,325,709 to $638,376,461 (+14%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in FL."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NY."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 17, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The minimum account size is $1,000,000 per household.  Fees and minimum account size may be negotiable or adjusted lower at our discretion, as a result of the size, complexity, and growth potential of an account."
        ]
      }
    ],
    "quotes": [
      "The minimum account size is $1,000,000 per household.  Fees and minimum account size may be negotiable or adjusted lower at our discretion, as a result of the size, complexity, and growth potential of an account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/colorado-capital-management-boulder-co-114011.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 77,
      "fewer_than_5": false,
      "raum": 52551556.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 157,
      "fewer_than_5": false,
      "raum": 565126387.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 20698518.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/114011",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}