High Country Capital Management

High Country Capital Management (CRD# 106151) is a financial advisory firm headquartered in Montrose, CO. They manage $30,732,473 in 118 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    118
    ACCOUNTS
  • Average Account Value
    $260,445
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
  • Pension consulting services
  • Other
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.

CO, TX

Financial Advisors at High Country Capital Management
Showing 1 - 4 of 4 top financial advisors.
1
Jason G. Napoli
CRD#: 3116306
521 E. Main Street, Montrose, CO 81401
96
Wealthminder
score

Jason Napoli (CRD# 3116306) is an Investment Advisor Representative working at High Country Capital Management in Montrose, CO and has over 19 years of experience in the finance industry.

2
Justin R. McKenna
CRD#: 5870916
521 E. Main Street, Montrose, CO 81401
93
Wealthminder
score

Justin McKenna (CRD# 5870916) is an Investment Advisor Representative working at High Country Capital Management in Montrose, CO and has over 7 years of experience in the finance industry.

3
John L. McKenna
CRD#: 1755867
521 E. Main Street, Montrose, CO 81401
90
Wealthminder
score

John McKenna (CRD# 1755867) is an Investment Advisor Representative working at High Country Capital Management in Montrose, CO and has 1 year of experience in the finance industry. John McKenna 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.

4
Gerald T. Cruson
CRD#: 1530245
Walnut Creek, CA
87
Wealthminder
score

Gerald Cruson (CRD# 1530245) is an Investment Advisor Representative working at High Country Capital Management in Walnut Creek, CA and has 1 year of experience in the finance industry.

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