WESTMINSTER, COCRD 156660Latest ADV March 11, 2026
Mountain Capital Investment Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Westminster, CO. Its latest Form ADV filing, dated March 11, 2026, reports $929M in regulatory assets under management, 17 employees, 4 offices, and 3,631 accounts.
Assets Under Management
$929M
Employees
17
Offices
4 offices
Total Clients
1,191
Primary office
WESTMINSTER, CO
12235 PECOS ST, SUITE 100, WESTMINSTER, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.1% of total clients.
Top client categories% of clientsClients
1
Individuals
74.1%
883
2
HNWI
25.9%
308
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$929Mas of March 11, 2026
Discretionary100.0%
$929M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$929M
Total Accounts3,631
10Y AUM Change+$794M (+588.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee70:1
10Y Employee Change+13 (+325.0%)
* 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.