| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Keith Gilson | Shareholder | Under 5% | 2022 |
| Emily Jean Lucero | Shareholder | Under 5% | 2024 |
| Erica Nicole Loughrey | Shareholder | Under 5% | 2022 |
Colorado Capital Management, Inc. reports $560.3 million in regulatory assets under management on its Form ADV.
Colorado Capital Management, Inc. reports 9 employees.
Colorado Capital Management, Inc. is based in Boulder, CO and has been SEC-registered since 2002.
Colorado Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4430 Arapahoe Avenue, Suite 120, Suite 120, Boulder, CO 80303-1100 |
| Phone | 303-444-9300 |
| Fax | 303-444-2027 |
| Office hours | 5-Sep |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1664147 |
| Discloses disciplinary history | No |
| Discretionary | $473.1M |
| Non-discretionary | $87.2M |
| Total (RAUM) | $560.3M |