Mountain Capital Investment Advisors Inc.

Mountain Capital Investment Advisors Inc. (CRD# 156660) is a financial advisory firm headquartered in Denver, CO. They manage $175,000,000 in 800 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    800
    ACCOUNTS
  • Average Account Value
    $218,750
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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

Financial Advisors at Mountain Capital Investment Advisors Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Karl R. Spurzem
CRD#: 1174726
Corte Madera, CA
96
Wealthminder
score

Karl Spurzem (CRD# 1174726) is an Investment Advisor Representative working at Mountain Capital Investment Advisors Inc. in Corte Madera, CA and has over 27 years of experience in the finance industry.

2
Brandt P. Burns
CRD#: 4914147
9351 Grant St Suite 420, Denver, CO 80229
93
Wealthminder
score

Brandt Burns (CRD# 4914147) is an Investment Advisor Representative working at Mountain Capital Investment Advisors Inc. in Denver, CO and has over 13 years of experience in the finance industry.

3
Donald A. Sawyer
CRD#: 4723550
9351 Grant St Suite 420, Denver, CO 80229
93
Wealthminder
score

Donald Sawyer (CRD# 4723550) is an Investment Advisor Representative working at Mountain Capital Investment Advisors Inc. in Denver, CO and has over 14 years of experience in the finance industry.

4
Jordan S. Tarry
CRD#: 4417657
9351 Grant St Suite 420, Denver, CO 80229
93
Wealthminder
score

Jordan Tarry (CRD# 4417657) is an Investment Advisor Representative working at Mountain Capital Investment Advisors Inc. in Denver, CO and has over 14 years of experience in the finance industry.

5
Jeffrey M. Thomas
CRD#: 6914337
9351 Grant St Suite 420, Denver, CO 80229
87
Wealthminder
score

Jeffrey Thomas (CRD# 6914337) is an Investment Advisor Representative working at Mountain Capital Investment Advisors Inc. in Denver, CO and has 1 year of experience in the finance industry.

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