Srs Capital Advisors, Inc.

Srs Capital Advisors, Inc. (CRD# 133535) is a financial advisory firm headquartered in Denver, CO. They manage $506,594,997 in 1,475 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    507
    MILLION
  • Total Number of Accounts
    1,475
    ACCOUNTS
  • Average Account Value
    $343,454
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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.

AZ, CA, CO, FL, MA, NC, NE, NY, PA, TX, UT, VA, WA, WI

Financial Advisors at Srs Capital Advisors, Inc.
Showing 1 - 10 of 15 top financial advisors.
1
Albert G. Flores
CRD#: 5175185
7600 E. Eastman, Suite 412, Denver, CO 80231
96
Wealthminder
score

Albert Flores (CRD# 5175185) is an Investment Advisor Representative working at Srs Capital Advisors, Inc. in Denver, CO and has over 11 years of experience in the finance industry. Albert Flores 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
Eric S. Holt
CRD#: 4274535
730 17th Street, Suite 107, Denver, CO 80202
96
Wealthminder
score

Eric Holt (CRD# 4274535) is an Investment Advisor Representative working at Srs Capital Advisors, Inc. in Denver, CO and has over 17 years of experience in the finance industry.

3
Patrick D. Johnson
CRD#: 4116846
730 17th Street, Suite 107, Denver, CO 80202
96
Wealthminder
score

Patrick Johnson (CRD# 4116846) is an Investment Advisor Representative working at Srs Capital Advisors, Inc. in Denver, CO and has over 14 years of experience in the finance industry. Patrick Johnson 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
Gregory P. Seal
CRD#: 1290465
7600 E. Eastman, Suite 412, Denver, CO 80231
96
Wealthminder
score

Gregory Seal (CRD# 1290465) is an Investment Advisor Representative working at Srs Capital Advisors, Inc. in Denver, CO and has over 33 years of experience in the finance industry. Gregory Seal 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.

5
David A. Simon
CRD#: 2453158
730 17th Street, Suite 107, Denver, CO 80202
96
Wealthminder
score

David Simon (CRD# 2453158) is an Investment Advisor Representative working at Srs Capital Advisors, Inc. in Denver, CO and has over 24 years of experience in the finance industry. David Simon 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.

6
Paul W. Davis
CRD#: 1312756
Monument, CO
93
Wealthminder
score

Paul Davis (CRD# 1312756) is an Investment Advisor Representative working at Srs Capital Advisors, Inc. in Monument, CO and has over 25 years of experience in the finance industry.

7
Christian T. Pevarnik
CRD#: 5146354
730 17th Street, Suite 107, Denver, CO 80202
93
Wealthminder
score

Christian Pevarnik (CRD# 5146354) is an Investment Advisor Representative working at Srs Capital Advisors, Inc. in Denver, CO and has over 11 years of experience in the finance industry.

8
Michael P. Riordan
CRD#: 6013876
730 17th Street, Suite 107, Denver, CO 80202
93
Wealthminder
score

Michael Riordan (CRD# 6013876) is an Investment Advisor Representative working at Srs Capital Advisors, Inc. in Denver, CO and has over 6 years of experience in the finance industry.

9
Patrick C. South
CRD#: 4585431
Wayne, PA
93
Wealthminder
score

Patrick South (CRD# 4585431) is an Investment Advisor Representative working at Srs Capital Advisors, Inc. in Wayne, PA and has over 15 years of experience in the finance industry.

10
Stephen F. Trainer
CRD#: 4856521
730 17th Street, Suite 107, Denver, CO 80202
93
Wealthminder
score

Stephen Trainer (CRD# 4856521) is an Investment Advisor Representative working at Srs Capital Advisors, Inc. in Denver, CO and has over 12 years of experience in the finance industry.

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