COTTONWOOD CAPITAL ADVISORS, LLC

COTTONWOOD CAPITAL ADVISORS, LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser (CRD 311272). Regulatory assets under management: $279.0M.

Registration

• CRD: 311272
• SEC file number: 801-119782
• Type: Registered investment adviser
• Location: 650 SOUTH 500 WEST, SUITE #185, SALT LAKE CITY, UT, 84101
• Phone: 385-853-5000
• Latest filing: 2026-04-29
• Regulatory AUM: $279.0M
• Discretionary AUM: $271.0M
• Non-discretionary AUM: $8.0M
• Clients: 5
• Accounts: 638

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Investment cos.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311272 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search