# COLORADO CAPITAL MANAGEMENT, INC.

COLORADO CAPITAL MANAGEMENT, INC. of BOULDER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 114011
- Type: SEC-registered investment adviser
- SEC file number: 801-60868
- Location: 4430 ARAPAHOE AVENUE, SUITE 120, BOULDER, CO, 80303-1100
- Phone: 303-444-9300
- Latest filing: 2026-02-17
- Regulatory AUM: $638.4M
- Discretionary AUM: $569.9M
- Non-discretionary AUM: $68.4M
- Clients: 10
- Accounts: 1,014

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Charities, Corporations

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Steven Lloyd Ellis | VICE PRESIDENT | — |
| Lee Michael Strongwater | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Andrew Keith Gilson | SHAREHOLDER | — |
| Jason Gregary Black | SHAREHOLDER | — |
| Max Brandon Pulitzer | SHAREHOLDER | — |
| Erica Nicole Loughrey | SHAREHOLDER | — |
| Emily Jean Lucero | SHAREHOLDER | — |
| ELLIS STEVEN LLOYD | PRESIDENT; PRESIDENT/CCO; PRESIDENT, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| NICHOLSON HENRY MELVILLE | VICE PRESIDENT | — |
| STRONGWATER LEE MICHAEL | VICE PRESIDENT | — |
| ROEBER KIRSTEN ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| KRYSZAK RANDALL L | SHAREHOLDER | — |
| GILSON ANDREW KEITH | SHAREHOLDER | — |
| BLACK JASON GREGARY | SHAREHOLDER | — |
| Pulitzer Max Brandon | SHAREHOLDER | — |
| Loughrey Erica Nicole | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114011/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114011/similar
- Related entities: https://search.stillhousedata.com/firm/114011/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114011

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.