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COLORADO CAPITAL MANAGEMENT, INC., CRD 114011
BOULDER, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| STEVEN LLOYD ELLIS | n/a | BOULDER, CO | 26 | 39 | n/a | no |
| ANDREW KEITH GILSON | n/a | BOULDER, CO | 18 | 25 | n/a | no |
| LEE MICHAEL STRONGWATER | n/a | BOULDER, CO | 16 | 24 | 2 | no |
| Zuzana Birova | n/a | BOULDER, CO | Durango, CO | 8 | 18 | n/a | no |
| VINCENT LEON OTTERBEIN | Certified Financial Planner | BOULDER, CO | Sarasota, FL | 6 | 10 | n/a | no |
| JASON GREGARY BLACK | Certified Financial Planner | BOULDER, CO | 5 | 19 | 1 | no |
| Erica Nicole Loughrey | n/a | BOULDER, CO | 4 | 10 | n/a | no |
| Max Brandon Pulitzer | n/a | San Francisco, CA | BOULDER, CO | 1 | 17 | n/a | no |
| Margaret Ann Nugent | n/a | BOULDER, CO | 0 | 27 | n/a | no |
| EMILY JEAN LUCERO | Certified Financial Planner | BOULDER, CO | 0 | 10 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ELLIS, STEVEN, LLOYD | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | yes | 02/2000 | Mar 22, 2012 | Feb 15, 2024 |
| STRONGWATER, LEE, MICHAEL | VICE PRESIDENT | C | yes | 03/2010 | Mar 22, 2012 | Feb 15, 2024 |
| BLACK, JASON, GREGARY | Shareholder | B | no | 01/2022 | Jul 8, 2022 | Feb 15, 2024 |
| GILSON, ANDREW, KEITH | Shareholder | Na | no | 01/2022 | Jul 8, 2022 | Feb 15, 2024 |
| Loughrey, Erica, Nicole | Shareholder | Na | no | 01/2022 | Jul 8, 2022 | Feb 15, 2024 |
| Pulitzer, Max, Brandon | Shareholder | Na | no | 01/2022 | Jul 8, 2022 | Feb 15, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 17, 2026 | $638M | $570M | 10 | 10 | 0 | n/a | n/a |
| 2024 | Feb 6, 2025 | $560M | $473M | 9 | 9 | 0 | n/a | n/a |
| 2023 | Feb 15, 2024 | $500M | $431M | 10 | 9 | 0 | n/a | n/a |
| 2022 | Feb 14, 2023 | $440M | $386M | 9 | 9 | 0 | n/a | n/a |
| 2021 | Feb 16, 2022 | $488M | $431M | 10 | 9 | 0 | n/a | n/a |
| 2020 | Mar 9, 2021 | $446M | $429M | 8 | 5 | 0 | n/a | n/a |
| 2019 | Feb 13, 2020 | $403M | $403M | 6 | 5 | 0 | n/a | n/a |
| 2018 | Mar 12, 2019 | $308M | $308M | 6 | 5 | 0 | n/a | n/a |
| 2017 | Feb 16, 2018 | $354M | $354M | 8 | 5 | 0 | n/a | n/a |
| 2016 | Feb 14, 2017 | $292M | $292M | 8 | 5 | n/a | n/a | n/a |
| 2015 | Feb 9, 2016 | $231M | $231M | 8 | 5 | n/a | n/a | n/a |
| 2014 | Mar 25, 2015 | $231M | $231M | 8 | 5 | n/a | n/a | n/a |
| 2013 | Mar 28, 2014 | $230M | $230M | 7 | 5 | n/a | n/a | n/a |
| 2012 | Apr 1, 2013 | $190M | $190M | 6 | 4 | n/a | n/a | n/a |
| 2011 | Mar 22, 2012 | $148M | $148M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $638M | $560M | 13.9% | $440M | 13.2% | 10 | 9 | 0 | 0 |