Schoolcraft Capital LLC

Schoolcraft Capital LLC (CRD# 174210) is a financial advisory firm headquartered in Boulder, CO. They manage $1,051,900,716 in 173 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,052
    MILLION
  • Total Number of Accounts
    173
    ACCOUNTS
  • Average Account Value
    $6,080,351
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, LA, NE, TX

Financial Advisors at Schoolcraft Capital LLC
Showing 1 - 4 of 4 top financial advisors.
1
Anthony M. Coppola
CRD#: 5733228
820 Pearl Street Suite F, Boulder, CO 80302

Anthony Coppola (CRD# 5733228) is an Investment Advisor Representative working at Schoolcraft Capital LLC in Boulder, CO and has 1 year of experience in the finance industry.

2
Theodore A. Harris
CRD#: 4710388
820 Pearl Street, Suite F, Boulder, CO 80302

Theodore Harris (CRD# 4710388) is an Investment Advisor Representative working at Schoolcraft Capital LLC in Boulder, CO and has over 20 years of experience in the finance industry.

3
Doug S. Morris
CRD#: 4627880
820 Pearl Street Suite F, Boulder, CO 80302

Doug Morris (CRD# 4627880) is an Investment Advisor Representative working at Schoolcraft Capital LLC in Boulder, CO and has 1 year of experience in the finance industry.

4
Michael J. Sherman
CRD#: 2286858
820 Pearl Street Suite F, Boulder, CO 80302

Michael Sherman (CRD# 2286858) is an Investment Advisor Representative working at Schoolcraft Capital LLC in Boulder, CO and has over 30 years of experience in the finance industry.

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