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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 2, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Casas, Narvel, Isaia | I | FINANCIAL ADVISOR | NA | |
| Casas, Narvel, Isaia | I | FINANCIAL ADVISOR | NA | |
| Casas, Narvel, Isaia | I | FINANCIAL ADVISOR | NA | |
| Casas, Narvel, Isaia | I | PRESIDENT | NA | |
| Casas, Narvel, Isaia | I | PRESIDENT | NA | |
| Casas, Narvel, Isaia | I | PRESIDENT | NA | |
| Casas, Narvel, Isaia | I | PRESIDENT | NA | |
| Casas, Narvel, Isaia | I | PRESIDENT | NA | |
| Casas, Narvel, Isaia | I | PRESIDENT | NA | |
| Casas, Narvel, Isaia | I | PRESIDENT | NA | |
| MURRAY, CONNER, SCOTT | I | DIRECTOR OF OPERATIONS | NA | Control |
| MURRAY, CONNER, SCOTT | I | DIRECTOR OF OPERATIONS | NA | Control |
| QUINT, BRIAN, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| QUINT, BRIAN, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| QUINT, BRIAN, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| QUINT, BRIAN, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| QUINT, BRIAN, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| QUINT, BRIAN, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| QUINT, BRIAN, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| QUINT, BRIAN, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| QUINT, BRIAN, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| QUINT, BRIAN, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| QUINT, BRIAN, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Sanchez, Jeremy, A | I | DIRECTOR OF OPERATIONS | NA | Control |
| Sanchez, Jeremy, A | I | DIRECTOR OF OPERATIONS | NA | Control |
| Sanchez, Jeremy, A | I | DIRECTOR OF OPERATIONS | NA | Control |
| TARRY, JORDAN, STUART | I | FINANCIAL ADVISOR | NA | |
| TARRY, JORDAN, STUART | I | FINANCIAL ADVISOR | NA | |
| TARRY, JORDAN, STUART | I | FINANCIAL ADVISOR | NA | |
| TARRY, JORDAN, STUART | I | FINANCIAL ADVISOR | NA | |
| TARRY, JORDAN, STUART | I | FINANCIAL ADVISOR | NA | |
| TARRY, JORDAN, STUART | I | FINANCIAL ADVISOR | NA | |
| TARRY, JORDAN, STUART | I | PARTNER AND FINANCIAL ADVISOR | NA | |
| BURNS, BRANDT, PHILLIP | I | MANAGER | D | Control |
| BURNS, BRANDT, PHILLIP | I | MANAGER | D | Control |
| BURNS, BRANDT, PHILLIP | I | MANAGER | D | Control |
| BURNS, BRANDT, PHILLIP | I | MANAGER | D | Control |
| BURNS, BRANDT, PHILLIP | I | MANAGER | D | Control |
| BURNS, BRANDT, PHILLIP | I | MANAGER | D | Control |
| BURNS, BRANDT, PHILLIP | I | MANAGER | D | Control |
| BURNS, BRANDT, PHILLIP | I | MANAGER | D | Control |
| BURNS, BRANDT, PHILLIP | I | MANAGER | D | Control |
| BURNS, BRANDT, PHILLIP | I | MANAGER | D | Control |
| BURNS, BRANDT, PHILLIP | I | MANAGER | D | Control |
| BURNS, BRANDT, PHILLIP | I | MANAGER | D | Control |
| BURNS, BRANDT, PHILLIP | I | MANAGER | D | Control |
| BURNS, BRANDT, PHILLIP | I | MANAGER | D | Control |
| BURNS, MICHELLE, LEE | I | SECRETARY | D | Control |
| BURNS, MICHELLE, LEE | I | SECRETARY | D | Control |
| BURNS, MICHELLE, LEE | I | SECRETARY | D | Control |
| BURNS, MICHELLE, LEE | I | SECRETARY | D | Control |
| BURNS, MICHELLE, LEE | I | SECRETARY | D | Control |
| BURNS, MICHELLE, LEE | I | SECRETARY | D | Control |
| BURNS, MICHELLE, LEE | I | SECRETARY | D | Control |
| BURNS, MICHELLE, LEE | I | SECRETARY | D | Control |
| BURNS, MICHELLE, LEE | I | SECRETARY | D | Control |
| BURNS, MICHELLE, LEE | I | SECRETARY | D | Control |
| BURNS, MICHELLE, LEE | I | SECRETARY | D | Control |
| BURNS, MICHELLE, LEE | I | SECRETARY | D | Control |
| BURNS, MICHELLE, LEE | I | SECRETARY | D | Control |
| BURNS, MICHELLE, LEE | I | SECRETARY | D | Control |
| BURNS, BRANDT, PHILLIP | I | MANAGER | C | Control |
| BURNS, BRANDT, PHILLIP | I | MANAGER | C | Control |
| BURNS, BRANDT, PHILLIP | I | MANAGER | C | Control |
| BURNS, BRANDT, PHILLIP | I | MANAGER | C | Control |
| BURNS, BRANDT, PHILLIP | I | MANAGER | C | Control |
| BURNS, BRANDT, PHILLIP | I | MANAGER | C | Control |
| BURNS, BRANDT, PHILLIP | I | FOUNDER AND CHIEF | C | Control |
| BURNS, BRANDT, PHILLIP | I | FOUNDER AND CHIEF | C | Control |
| BURNS, BRANDT, PHILLIP | I | FOUNDER AND CHIEF | C | Control |
| BURNS, BRANDT, PHILLIP | I | FOUNDER AND CHIEF | C | Control |
| BURNS, MICHELLE, LEE | I | SECRETARY | C | Control |
| BURNS, MICHELLE, LEE | I | SECRETARY | C | Control |
| BURNS, MICHELLE, LEE | I | SECRETARY | C | Control |
| BURNS, MICHELLE, LEE | I | SECRETARY | C | Control |
| BURNS, MICHELLE, LEE | I | SECRETARY | C | Control |
| BURNS, MICHELLE, LEE | I | SECRETARY | C | Control |
| BURNS, MICHELLE, LEE | I | CO-FOUNDER AND VICE PRESIDENT | C | Control |
| BURNS, MICHELLE, LEE | I | CO-FOUNDER AND VICE PRESIDENT | C | Control |
| BURNS, MICHELLE, LEE | I | CO-FOUNDER AND VICE PRESIDENT | C | Control |
| BURNS, MICHELLE, LEE | I | CO-FOUNDER AND VICE PRESIDENT | C | Control |
| LOESCH, ROBERT, WILLIAM | I | CHIEF COMPLIANCE OFFICER | B | Control |
| LOESCH, ROBERT, WILLIAM | I | CHIEF COMPLIANCE OFFICER | B | Control |
| LOESCH, ROBERT, WILLIAM | I | CHIEF COMPLIANCE OFFICER | B | Control |
| LOESCH, ROBERT, WILLIAM | I | CHIEF COMPLIANCE OFFICER | B | Control |
| LOESCH, ROBERT, WILLIAM | I | CHIEF COMPLIANCE OFFICER | B | Control |
| LOESCH, ROBERT, WILLIAM | I | CHIEF COMPLIANCE OFFICER | B | Control |
| LOESCH, ROBERT, WILLIAM | I | CHIEF COMPLIANCE OFFICER | B | Control |
| LOESCH, ROBERT, WILLIAM | I | CHIEF COMPLIANCE OFFICER | B | Control |
| LOESCH, ROBERT, WILLIAM | I | CHIEF COMPLIANCE OFFICER | B | Control |
| LOESCH, ROBERT, WILLIAM | I | CHIEF COMPLIANCE OFFICER | B | Control |
| LOESCH, ROBERT, WILLIAM | I | CHIEF COMPLIANCE OFFICER | B | Control |
| LOESCH, ROBERT, WILLIAM | I | CHIEF COMPLIANCE OFFICER | B | Control |
| LOESCH, ROBERT, WILLIAM | I | CHIEF COMPLIANCE OFFICER | B | Control |
| MERCHANT INVESTMENT MANAGEMENT, LLC | DE | PRIVATE PARTNERSHIP | B | |
| MERCHANT INVESTMENT MANAGEMENT, LLC | DE | PRIVATE PARTNERSHIP | B | |
| MERCHANT INVESTMENT MANAGEMENT, LLC | DE | PRIVATE PARTNERSHIP | B | |
| MERCHANT INVESTMENT MANAGEMENT, LLC | DE | PRIVATE PARTNERSHIP | B | |
| MERCHANT INVESTMENT MANAGEMENT, LLC | DE | PRIVATE PARTNERSHIP | B | |
| MERCHANT INVESTMENT MANAGEMENT, LLC | DE | PRIVATE PARTNERSHIP | B | |
| MERCHANT INVESTMENT MANAGEMENT, LLC | DE | PRIVATE PARTNERSHIP | B | |
| MERCHANT INVESTMENT MANAGEMENT, LLC | DE | PRIVATE PARTNERSHIP | B | |
| MERCHANT INVESTMENT MANAGEMENT, LLC | DE | PRIVATE PARTNERSHIP | B | |
| MERCHANT INVESTMENT MANAGEMENT, LLC | DE | PRIVATE PARTNERSHIP | B |
Registrations
Federal
IA
Sep 2, 2025 REGISTERED
Notice Filings (31)
AZ CA CO FL GA ID IL IN KS LA MA MD MI MN MO NC NE NH NJ NV NY OH OK PA SC TN TX UT VA WA WI
Address
12235 PECOS STSUITE 100
WESTMINSTER, CO 80234
United States
Phone: 720-500-0050