Colorado Capital Management

$638.4MAssets under management
as of Feb 2026 · SEC Form ADV
Boulder, CO
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Tech stack

No one at Colorado Capital Management has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Colorado Capital Management's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $477M held · filed Feb 2024
Fidelity
Per Form ADV · $2M held · filed Feb 2024
Portfolio Management