# High Country Capital Management

> High Country Capital Management is a state-registered investment advisory firm in Montrose, CO, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 106151
- Filed as: HIGH COUNTRY CAPITAL MANAGEMENT
- Legal name: High Country Capital Management Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Montrose, CO
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/106151
- AdvisorCensus page: https://advisorcensus.com/firm/high-country-capital-management-montrose-co-106151

## Quick answers

**How is High Country Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), High Country Capital Management reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

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

**Is High Country Capital Management registered with the SEC or a state?**
High Country Capital Management is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 106151.

**How much does High Country Capital Management manage?**
High Country Capital Management reports $87,115,522 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (62% discretionary).

**What types of clients does High Country Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (108); high net worth individuals (26); pension and profit sharing plans (but not the plan participants or government pension plans) (11).

**Does High Country 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/106151

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $87,115,522
- Discretionary: $54,166,004
- Non-discretionary: $32,949,518

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 108 | $29,376,722 |
| High net worth individuals | 26 | $54,251,411 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $1,011,874 |
| Charitable organizations | 3 | $2,475,515 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hccm.com
- Facebook @HIGHCOUNTRYCAPITALMANAGEMENT
- LinkedIn @HIGH-COUNTRY-CAPITAL-MANAGEMENT
- LinkedIn @JASON-NAPOLI-
- X @JASON_NAPOLI

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. High Country Capital Management (CRD 106151): Form ADV filing data as of October 2026.