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COLORADO CAPITAL MANAGEMENT

BOULDER, CO · CRD 114011 · IAPD ↗ · coloradocap.com · 303-444-9300

$638.4MRegulatory AUM
10Advisory reps
10Employees
0Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — COLORADO CAPITAL MANAGEMENT notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2025 — COLORADO CAPITAL MANAGEMENT crossed $500M in regulatory AUM ($499.9M -> $560.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.