Erica Loughrey
Colorado Capital Management · Boulder, Colorado
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).
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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 | $638.4M across 1,014 accounts |
| SEC registration | Investment adviser representative in CO · CRD 7419168 |
| Exams passed | Series 65 (2021) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.coloradocap.com |
How Erica's firm compares
- Colorado Capital Management's average account is about $630,000, from its Form ADV (assets managed divided by 1,014 accounts).
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Questions about Erica
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Colorado Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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