# Larimer Capital Corporation

> Larimer Capital Corporation is an SEC-registered investment advisory firm in Denver, CO, registered since 1986, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 18189
- Filed as: LARIMER CAPITAL CORPORATION
- Legal name: Larimer Capital Corp
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/18189
- AdvisorCensus page: https://advisorcensus.com/firm/larimer-capital-corporation-denver-co-18189

## Quick answers

**How is Larimer Capital Corporation compensated?**
On its Form ADV (Item 5.E, October 2026), Larimer Capital Corporation reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Larimer Capital Corporation located?**
Larimer Capital Corporation's principal office is in Denver, CO, according to its Form ADV.

**Is Larimer Capital Corporation registered with the SEC or a state?**
Larimer Capital Corporation is an SEC-registered investment advisory firm, registered since 1986. Status as filed: Approved. CRD 18189.

**How much does Larimer Capital Corporation manage?**
Larimer Capital Corporation reports $169,920,671 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**How have Larimer Capital Corporation's assets and staff changed since 2021?**
In the Form ADV data for Larimer Capital Corporation: Regulatory assets under management: $185,462,712 in the October 2021 data and $169,920,671 in the October 2026 data, down 8%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Larimer Capital Corporation serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (56); high net worth individuals (45).

**Which custodians does Larimer Capital Corporation use?**
Larimer Capital Corporation'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 Larimer Capital Corporation report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/18189

**Does Larimer Capital Corporation state an account minimum?**
Its Form ADV Part 2A brochure dated March 4, 2026 says: "There are no minimum requirements to open this type of account." "The firm does not specifically impose a required minimum investment amount or a minimum portfolio value to open or maintain an account."

**What changed in Larimer Capital Corporation's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 2.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Account minimum: None

> There are no minimum requirements to open this type of account.

> The firm does not specifically impose a required minimum investment amount or a minimum portfolio value to open or maintain 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: $169,920,671
- Discretionary: $169,920,671
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 56 | $13,501,826 |
| High net worth individuals | 45 | $156,418,845 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 1986 (39 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, DC, FL, IL, MA, MI, MT, PA, SD, TN, TX, VA, WY
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/18189

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $185,462,712 | 4 | April 7, 2021 |
| October 2022 | $203,114,566 | 4 | March 21, 2022 |
| October 2023 | $179,883,193 | 4 | April 25, 2023 |
| October 2024 | $150,692,367 | 4 | September 11, 2024 |
| October 2025 | $156,240,746 | 4 | July 28, 2025 |
| October 2026 | $169,920,671 | 4 | March 4, 2026 |

Regulatory assets under management: $185,462,712 in the October 2021 data and $169,920,671 in the October 2026 data, down 8%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Larimer Capital Corporation (CRD 18189): Form ADV filing data as of October 2026.