Lee Strongwater
Colorado Capital Management · Boulder, Colorado
Lee Strongwater is a fee-only financial advisor at Colorado Capital Management in Boulder, Colorado. Lee 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 4537898 |
| Exams passed | Series 66 (2002) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.coloradocap.com |
| Profile |
How Lee'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 Lee
Is Lee Strongwater a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lee 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 Lee charge for financial advice?
Lee charges a percentage of assets.
How much does Lee charge?
According to Colorado Capital Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Lee Strongwater based?
Lee Strongwater is based in Boulder, Colorado.
Is Lee Strongwater registered with the SEC?
Yes. Lee Strongwater is registered as an investment adviser representative in CO (CRD 4537898), 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 Lee Strongwater?
Through Lee'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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