MOUNTAIN CAPITAL INVESTMENT ADVISORS INC
CRD #156660 SEC #801-110107 WESTMINSTER, CO 720-500-0050
SEC Registered
Total AUM
$744.7M
Discretionary
$744.7M
Employees
14
Clients
--
Accounts
3,239
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $744.7M | $744.7M | $0 | 14 | 0 |
| Apr 2025 | $744.7M | $744.7M | $0 | 14 | 0 |
| Mar 2025 | $744.7M | $744.7M | $0 | 14 | 0 |
| Feb 2025 | $608M | $608M | $0 | 12 | 0 |
| Jan 2025 | $608M | $608M | $0 | 12 | 0 |
| Aug 2024 | $608M | $608M | $0 | 12 | 0 |
| Mar 2024 | $608M | $608M | $0 | 12 | 0 |
| Mar 2024 | $608M | $608M | $0 | 12 | 0 |
| Mar 2023 | $440M | $440M | $0 | 12 | 0 |
| Mar 2022 | $403M | $403M | $0 | 12 | 0 |
| Mar 2021 | $326.3M | $326.3M | $0 | 10 | 0 |
| Sep 2020 | $248.6M | $248.6M | $0 | 6 | 0 |
| Aug 2020 | $248.6M | $248.6M | $0 | 6 | 0 |
| Jul 2020 | $248.6M | $248.6M | $0 | 6 | 0 |
| Jun 2020 | $248.6M | $248.6M | $0 | 6 | 0 |
| Apr 2020 | $248.6M | $248.6M | $0 | 6 | 0 |
| Mar 2020 | $226.5M | $226.5M | $0 | 6 | 0 |
| Mar 2019 | $226.5M | $226.5M | $0 | 6 | 0 |
| Oct 2018 | $200M | $200M | $0 | 5 | 0 |
| Mar 2018 | $200M | $200M | $0 | 5 | 0 |
| Sep 2017 | $175M | $175M | $0 | 5 | 300 |
| Mar 2017 | $135M | $135M | $0 | 4 | 300 |
| Mar 2017 | $135M | $135M | $0 | 4 | 300 |
DateSep 2025
Total AUM$744.7M
Discretionary$744.7M
Non-Disc.$0
Employees14
Clients0
DateApr 2025
Total AUM$744.7M
Discretionary$744.7M
Non-Disc.$0
Employees14
Clients0
DateMar 2025
Total AUM$744.7M
Discretionary$744.7M
Non-Disc.$0
Employees14
Clients0
DateFeb 2025
Total AUM$608M
Discretionary$608M
Non-Disc.$0
Employees12
Clients0
DateJan 2025
Total AUM$608M
Discretionary$608M
Non-Disc.$0
Employees12
Clients0
DateAug 2024
Total AUM$608M
Discretionary$608M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$608M
Discretionary$608M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$608M
Discretionary$608M
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$440M
Discretionary$440M
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$403M
Discretionary$403M
Non-Disc.$0
Employees12
Clients0
DateMar 2021
Total AUM$326.3M
Discretionary$326.3M
Non-Disc.$0
Employees10
Clients0
DateSep 2020
Total AUM$248.6M
Discretionary$248.6M
Non-Disc.$0
Employees6
Clients0
DateAug 2020
Total AUM$248.6M
Discretionary$248.6M
Non-Disc.$0
Employees6
Clients0
DateJul 2020
Total AUM$248.6M
Discretionary$248.6M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$248.6M
Discretionary$248.6M
Non-Disc.$0
Employees6
Clients0
DateApr 2020
Total AUM$248.6M
Discretionary$248.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$226.5M
Discretionary$226.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$226.5M
Discretionary$226.5M
Non-Disc.$0
Employees6
Clients0
DateOct 2018
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees5
Clients0
DateSep 2017
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees5
Clients300
DateMar 2017
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees4
Clients300
DateMar 2017
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees4
Clients300