# Erica Loughrey

> Erica Loughrey is a fee-only financial advisor at Colorado Capital Management in Boulder, Colorado. Erica charges a percentage of assets (1% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/erica-loughrey/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Colorado Capital Management
- **Based in:** Boulder, Colorado
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $638.4M across 1,014 accounts
- **CRD:** 7419168 (https://adviserinfo.sec.gov/individual/summary/7419168)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 65 (2021)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.coloradocap.com

## Frequently asked questions

### Is Erica Loughrey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Erica holds no broker registration, and Colorado Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Erica charge for financial advice?

Erica charges a percentage of assets.

### How much does Erica charge?

According to Colorado Capital Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is Erica Loughrey based?

Erica Loughrey is based in Boulder, Colorado.

### Is Erica Loughrey registered with the SEC?

Yes. Erica Loughrey is registered as an investment adviser representative in CO (CRD 7419168), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Colorado Capital Management manage?

Colorado Capital Management reports $638.4M across 1,014 accounts in assets under management.

### How do I contact Erica Loughrey?

Through Erica's website, www.coloradocap.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7419168): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://coloradocap.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.