Capital Investment Counsel
TL;DR
Colorado adviser registered in 2023 offering planning, consulting and investment management to individuals, trusts and businesses, with about $1.35 billion under management at the end of 2025.
$1.4 billion
Regulatory AUM
As of ADV filing 2026-03-30
1,408
Accounts / Clients
463 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
8
Team Size
employees, 5 advisory
3 yrs
Years Registered
First registered 2023
About Capital Investment Counsel
Colorado adviser registered in 2023 offering planning, consulting and investment management to individuals, trusts and businesses, with about $1.35 billion under management at the end of 2025.
Office: 600 Grant Street, Suite 450, Denver, CO 80203.
Best for: Households above $500,000 wanting CFP planning with managed portfolios
Fee model and designations stated on the guide
Advisory feesPlanning designations named
Form ADV data
CRD328472
RegistrationSEC-registered
First registration2023
Regulatory AUM$1.4 billion
ADV filing date2026-03-30
Accounts1,408
Clients463 individual and high-net-worth clients
Employees8
Advisory employees5
Fee modelAdvisory fees; ADV 2A reports no commissions on insurance servicing, fee-only not stated
Minimum$500,000 portfolio value, smaller accepted at discretion (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CFA and CIMA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 328472, as of ADV filing 2026-03-30, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Denver, CO (2026): rank 5 of 10
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