Colorado Capital Management

Colorado Capital Management (CRD# 114011) is a financial advisory firm headquartered in Boulder, CO. They manage $231,268,000 in 718 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    231
    MILLION
  • Total Number of Accounts
    718
    ACCOUNTS
  • Average Account Value
    $322,100
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, NH

Financial Advisors at Colorado Capital Management
Showing 1 - 7 of 7 top financial advisors.
1
Margaret E. Jacques
CRD#: 2548651
4430 Arapahoe Avenue, Suite 120, Boulder, CO 80303
96
Wealthminder
score

Margaret Jacques (CRD# 2548651) is an Investment Advisor Representative working at Colorado Capital Management in Boulder, CO and has over 23 years of experience in the finance industry. Margaret Jacques has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Debra H. Huttner
CRD#: 6244041
4430 Arapahoe Avenue, Suite 120, Boulder, CO 80303
94
Wealthminder
score

Debra Huttner (CRD# 6244041) is an Investment Advisor Representative working at Colorado Capital Management in Boulder, CO and has over 4 years of experience in the finance industry.

3
Steven L. Ellis
CRD#: 1706749
4430 Arapahoe Ave., Suite 120, Boulder, CO 80303
93
Wealthminder
score

Steven Ellis (CRD# 1706749) is an Investment Advisor Representative working at Colorado Capital Management in Boulder, CO and has over 30 years of experience in the finance industry.

4
Andrew K. Gilson
CRD#: 4221231
4430 Arapahoe Ave., Suite 120, Boulder, CO 80303
93
Wealthminder
score

Andrew Gilson (CRD# 4221231) is an Investment Advisor Representative working at Colorado Capital Management in Boulder, CO and has over 16 years of experience in the finance industry.

5
Lee M. Strongwater
CRD#: 4537898
4430 Arapahoe Avenue, Suite 120, Boulder, CO 80303
93
Wealthminder
score

Lee Strongwater (CRD# 4537898) is an Investment Advisor Representative working at Colorado Capital Management in Boulder, CO and has over 15 years of experience in the finance industry.

6
Kirsten E. Roeber
CRD#: 6239911
4430 Arapahoe Avenue, Suite 120, Boulder, CO 80303
89
Wealthminder
score

Kirsten Roeber (CRD# 6239911) is an Investment Advisor Representative working at Colorado Capital Management in Boulder, CO and has over 4 years of experience in the finance industry.

7
Ryan H. Patterson
CRD#: 6621675
4430 Arapahoe Avenue, Suite 120, Boulder, CO 80303
87
Wealthminder
score

Ryan Patterson (CRD# 6621675) is an Investment Advisor Representative working at Colorado Capital Management in Boulder, CO and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.