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MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

WESTMINSTER, CO · CRD 156660 · IAPD ↗ · mountaincapital.us · 720-500-0050

$929.1MRegulatory AUM
15Advisory reps
17Employees
0Clients
251-500Planning clients
0Private funds
33States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — MOUNTAIN CAPITAL INVESTMENT ADVISORS INC notice-filed in AL, SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2025 — MOUNTAIN CAPITAL INVESTMENT ADVISORS INC notice-filed in MD, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — MOUNTAIN CAPITAL INVESTMENT ADVISORS INC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2025 — MOUNTAIN CAPITAL INVESTMENT ADVISORS INC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2025 — MOUNTAIN CAPITAL INVESTMENT ADVISORS INC notice-filed in AZ, FL, GA, ID, KS, LA, MA, MI, MO, NC, NE, NH, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VA, WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2025 — MOUNTAIN CAPITAL INVESTMENT ADVISORS INC now reports custody of client assets ($144.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
March 2025 — MOUNTAIN CAPITAL INVESTMENT ADVISORS INC notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2025 — MOUNTAIN CAPITAL INVESTMENT ADVISORS INC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — MOUNTAIN CAPITAL INVESTMENT ADVISORS INC crossed $500M in regulatory AUM ($440.0M -> $608.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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