# Colorado Capital Management

> 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.

- CRD: 114011
- Filed as: COLORADO CAPITAL MANAGEMENT
- Legal name: Colorado Capital Management, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boulder, CO
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/114011
- AdvisorCensus page: https://advisorcensus.com/firm/colorado-capital-management-boulder-co-114011

## Quick answers

**How is Colorado Capital Management compensated?**
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.

**Where is Colorado Capital Management located?**
Colorado Capital Management's principal office is in Boulder, CO, according to its Form ADV.

**Is Colorado Capital Management registered with the SEC or a state?**
Colorado Capital Management is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 114011.

**How much does Colorado Capital Management manage?**
Colorado Capital Management reports $638,376,461 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (89% discretionary).

**How have Colorado Capital Management's assets and staff changed since 2021?**
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.

**What types of clients does Colorado Capital Management serve?**
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).

**Which custodians does Colorado Capital Management use?**
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.

**Does Colorado Capital Management 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/114011

**Does Colorado Capital Management state an account minimum?**
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."

**What changed in Colorado Capital Management's recent Form ADV filings?**
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%).

## 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 February 17, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $638,376,461
- Discretionary: $569,942,588
- Non-discretionary: $68,433,873

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 77 | $52,551,556 |
| High net worth individuals | 157 | $565,126,387 |
| Charitable organizations | 7 | $20,698,518 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2002 (24 years)
- Employees: 10 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, NH, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- coloradocap.com
- Facebook @Colorado-Capital-Management-102580415917544
- LinkedIn @colorado-capital-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $445,727,873 | 8 | April 29, 2021 |
| October 2022 | $488,188,006 | 10 | August 25, 2022 |
| October 2023 | $439,959,198 | 9 | April 7, 2023 |
| October 2024 | $499,859,455 | 10 | February 15, 2024 |
| October 2025 | $560,325,709 | 9 | July 14, 2025 |
| October 2026 | $638,376,461 | 10 | February 17, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 9 to 10.
- Regulatory assets under management went from $560,325,709 to $638,376,461 (+14%).

### January 2026
- No longer registered or notice-filed in FL.

### December 2025
- Registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Colorado Capital Management (CRD 114011): Form ADV filing data as of October 2026.