Colorado Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Boulder, CO. Its latest Form ADV filing, dated February 17, 2026, reports $638M in regulatory assets under management, 10 employees, and 1,014 accounts.
Assets Under Management
$638M
Employees
10
Offices
--
Total Clients
241
Primary office
BOULDER, CO
4430 ARAPAHOE AVENUE, SUITE 120, BOULDER, CO, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 65.1% of total clients.
Top client categories% of clientsClients
1
HNWI
65.1%
157
2
Individuals
32.0%
77
3
Charitable
2.9%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$638Mas of February 17, 2026
Discretionary89.3%
$570M
89% of total RAUM89.3%
Non-discretionary10.7%
$68M
11% of total RAUM10.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$638M
Total Accounts1,014
10Y AUM Change+$346M (+118.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee24:1
10Y Employee Change+2 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.