Jason Napoli
High Country Capital Management · Montrose, Colorado
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.
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Facts
| Firm | High Country Capital Management |
|---|---|
| Based in | Montrose, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $87.1M across 366 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in CO · CRD 3116306 |
| Exams passed | Series 63 (1998) · Series 65 (2004) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.hccm.com |
How Jason's firm compares
- High Country Capital Management's average account is about $238,000, from its Form ADV (assets managed divided by 366 accounts).
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Questions about Jason
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.
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
- 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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