# Jason Napoli

> Jason Napoli is a fee-only financial advisor at High Country Capital Management in Montrose, Colorado, who holds the ChFC credential. High Country Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jason-napoli/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** High Country Capital Management
- **Based in:** Montrose, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $87.1M across 366 accounts
- **Credentials:** ChFC
- **CRD:** 3116306 (https://adviserinfo.sec.gov/individual/summary/3116306)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 63 (1998), Series 65 (2004)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.hccm.com

## Frequently asked questions

### Is Jason Napoli a fee-only financial advisor?

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

### How does Jason charge for financial advice?

Jason's firm, High Country Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Jason Napoli based?

Jason Napoli is based in Montrose, Colorado.

### What credentials does Jason Napoli hold?

Jason Napoli holds the ChFC credential.

### Is Jason Napoli registered with the SEC?

Yes. Jason Napoli is registered as an investment adviser representative in CO (CRD 3116306), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does High Country Capital Management manage?

High Country Capital Management reports $87.1M across 366 accounts in assets under management.

### How do I contact Jason Napoli?

Through Jason's website, www.hccm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3116306): 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

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