Firm profile

LARIMER CAPITAL CORPORATION

DENVER, COCRD 18189Latest ADV March 4, 2026

Larimer Capital Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 4, 2026, reports $170M in regulatory assets under management, 4 employees, and 330 accounts.

Assets Under Management
$170M
Employees
4
Offices
--
Total Clients
101
Primary office
DENVER, CO
1720 SOUTH BELLAIRE STREET, SUITE 1110, DENVER, CO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(303) 573-5511
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCOAdam Morman Carmel

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 55.4% of total clients.
Top client categories% of clientsClients
1
Individuals
55.4%
56
2
HNWI
44.6%
45

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$170Mas of March 4, 2026
Discretionary100.0%
$170M
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.

Latest AUM$170M
Total Accounts330
10Y AUM Change+$27M (+18.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee25:1
10Y Employee Change0 (0.0%)

* 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.