COLORADO CAPITAL MANAGEMENT, INC.
Legal name: COLORADO CAPITAL MANAGEMENT
CRD #114011 SEC #801-60868 BOULDER, CO 303-444-9300
SEC Registered
Total AUM
$560.3M
Discretionary
$473.1M
Employees
9
Clients
26
Accounts
1,126
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $560.3M | $473.1M | $87.2M | 9 | 0 |
| Jul 2025 | $560.3M | $473.1M | $87.2M | 9 | 0 |
| Feb 2025 | $560.3M | $473.1M | $87.2M | 9 | 0 |
| Feb 2024 | $499.9M | $431M | $68.8M | 10 | 0 |
| Apr 2023 | $440M | $386.4M | $53.6M | 9 | 114 |
| Feb 2023 | $440M | $386.4M | $53.6M | 9 | 114 |
| Feb 2023 | $440M | $386.4M | $53.6M | 9 | 114 |
| Aug 2022 | $488.2M | $430.7M | $57.5M | 10 | 0 |
| Jul 2022 | $488.2M | $430.7M | $57.5M | 10 | 0 |
| Feb 2022 | $488.2M | $430.7M | $57.5M | 10 | 0 |
| Apr 2021 | $445.7M | $428.6M | $17.2M | 8 | 0 |
| Apr 2021 | $445.7M | $428.6M | $17.2M | 8 | 0 |
| Mar 2021 | $445.7M | $428.6M | $17.2M | 8 | 0 |
| Mar 2021 | $445.7M | $428.6M | $17.2M | 8 | 0 |
| Oct 2020 | $398.3M | $381.3M | $17.1M | 8 | 0 |
| Oct 2020 | $403.1M | $403.1M | $0 | 6 | 0 |
| Jul 2020 | $403.1M | $403.1M | $0 | 6 | 0 |
| Jun 2020 | $403.1M | $403.1M | $0 | 6 | 0 |
| May 2020 | $403.1M | $403.1M | $0 | 6 | 0 |
| Feb 2020 | $403.1M | $403.1M | $0 | 6 | 0 |
| Mar 2019 | $308.1M | $308.1M | $0 | 6 | 0 |
| Nov 2018 | $354.2M | $354.2M | $0 | 6 | 0 |
| Aug 2018 | $354.2M | $354.2M | $0 | 8 | 0 |
| May 2018 | $354.2M | $354.2M | $0 | 8 | 0 |
| Feb 2018 | $354.2M | $354.2M | $0 | 8 | 0 |
| Aug 2017 | $292.5M | $292.5M | $0 | 8 | 100 |
| Feb 2017 | $292.5M | $292.5M | $0 | 8 | 100 |
| Feb 2016 | $231.3M | $231.3M | $0 | 8 | 100 |
| Mar 2015 | $231.1M | $231.1M | $0 | 8 | 100 |
| Sep 2014 | $229.7M | $229.7M | $0 | 8 | 200 |
| Mar 2014 | $229.7M | $229.7M | $0 | 7 | 200 |
| Apr 2013 | $190.4M | $190.4M | $0 | 6 | 200 |
| Mar 2012 | $148.3M | $148.3M | $0 | 1 | 200 |
| Apr 2011 | $144M | $144M | $0 | 5 | -- |
| Apr 2011 | $144M | $144M | $0 | 5 | -- |
| Mar 2010 | $100M | $100M | $0 | 5 | -- |
| Mar 2009 | $77.1M | $77.1M | $0 | 5 | -- |
| Nov 2007 | $97.1M | $97.1M | $0 | 5 | -- |
| Mar 2007 | $97.1M | $97.1M | $0 | 5 | -- |
| Jan 2007 | $80M | $80M | $0 | 5 | -- |
| Mar 2006 | $76.7M | $76.7M | $0 | 5 | -- |
| Sep 2005 | $57.7M | $57.7M | $0 | 5 | -- |
| May 2005 | $57.7M | $57.7M | $0 | 5 | -- |
DateNov 2025
Total AUM$560.3M
Discretionary$473.1M
Non-Disc.$87.2M
Employees9
Clients0
DateJul 2025
Total AUM$560.3M
Discretionary$473.1M
Non-Disc.$87.2M
Employees9
Clients0
DateFeb 2025
Total AUM$560.3M
Discretionary$473.1M
Non-Disc.$87.2M
Employees9
Clients0
DateFeb 2024
Total AUM$499.9M
Discretionary$431M
Non-Disc.$68.8M
Employees10
Clients0
DateApr 2023
Total AUM$440M
Discretionary$386.4M
Non-Disc.$53.6M
Employees9
Clients114
DateFeb 2023
Total AUM$440M
Discretionary$386.4M
Non-Disc.$53.6M
Employees9
Clients114
DateFeb 2023
Total AUM$440M
Discretionary$386.4M
Non-Disc.$53.6M
Employees9
Clients114
DateAug 2022
Total AUM$488.2M
Discretionary$430.7M
Non-Disc.$57.5M
Employees10
Clients0
DateJul 2022
Total AUM$488.2M
Discretionary$430.7M
Non-Disc.$57.5M
Employees10
Clients0
DateFeb 2022
Total AUM$488.2M
Discretionary$430.7M
Non-Disc.$57.5M
Employees10
Clients0
DateApr 2021
Total AUM$445.7M
Discretionary$428.6M
Non-Disc.$17.2M
Employees8
Clients0
DateApr 2021
Total AUM$445.7M
Discretionary$428.6M
Non-Disc.$17.2M
Employees8
Clients0
DateMar 2021
Total AUM$445.7M
Discretionary$428.6M
Non-Disc.$17.2M
Employees8
Clients0
DateMar 2021
Total AUM$445.7M
Discretionary$428.6M
Non-Disc.$17.2M
Employees8
Clients0
DateOct 2020
Total AUM$398.3M
Discretionary$381.3M
Non-Disc.$17.1M
Employees8
Clients0
DateOct 2020
Total AUM$403.1M
Discretionary$403.1M
Non-Disc.$0
Employees6
Clients0
DateJul 2020
Total AUM$403.1M
Discretionary$403.1M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$403.1M
Discretionary$403.1M
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$403.1M
Discretionary$403.1M
Non-Disc.$0
Employees6
Clients0
DateFeb 2020
Total AUM$403.1M
Discretionary$403.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$308.1M
Discretionary$308.1M
Non-Disc.$0
Employees6
Clients0
DateNov 2018
Total AUM$354.2M
Discretionary$354.2M
Non-Disc.$0
Employees6
Clients0
DateAug 2018
Total AUM$354.2M
Discretionary$354.2M
Non-Disc.$0
Employees8
Clients0
DateMay 2018
Total AUM$354.2M
Discretionary$354.2M
Non-Disc.$0
Employees8
Clients0
DateFeb 2018
Total AUM$354.2M
Discretionary$354.2M
Non-Disc.$0
Employees8
Clients0
DateAug 2017
Total AUM$292.5M
Discretionary$292.5M
Non-Disc.$0
Employees8
Clients100
DateFeb 2017
Total AUM$292.5M
Discretionary$292.5M
Non-Disc.$0
Employees8
Clients100
DateFeb 2016
Total AUM$231.3M
Discretionary$231.3M
Non-Disc.$0
Employees8
Clients100
DateMar 2015
Total AUM$231.1M
Discretionary$231.1M
Non-Disc.$0
Employees8
Clients100
DateSep 2014
Total AUM$229.7M
Discretionary$229.7M
Non-Disc.$0
Employees8
Clients200
DateMar 2014
Total AUM$229.7M
Discretionary$229.7M
Non-Disc.$0
Employees7
Clients200
DateApr 2013
Total AUM$190.4M
Discretionary$190.4M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$0
Employees1
Clients200
DateApr 2011
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$77.1M
Discretionary$77.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$97.1M
Discretionary$97.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$97.1M
Discretionary$97.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$76.7M
Discretionary$76.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$57.7M
Discretionary$57.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$57.7M
Discretionary$57.7M
Non-Disc.$0
Employees5
Clients--