Patrick Mickelson
Dendrite Capital · Highlands Ranch, Colorado
Patrick Mickelson is a fee-only financial advisor at Dendrite Capital in Highlands Ranch, Colorado. Dendrite Capital reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Dendrite Capital |
|---|---|
| Based in | Highlands Ranch, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $27.4M across 49 accounts |
| SEC registration | Investment adviser representative in CO · CRD 4022461 |
| Exams passed | Series 63 (2010) · Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.dendritecap.com |
| Profile |
How Patrick's firm compares
- Dendrite Capital's average account is about $558,000, from its Form ADV (assets managed divided by 49 accounts).
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Questions about Patrick
Is Patrick Mickelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Dendrite Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Dendrite Capital, reports charging a percentage of assets on its SEC Form ADV.
Where is Patrick Mickelson based?
Patrick Mickelson is based in Highlands Ranch, Colorado.
Is Patrick Mickelson registered with the SEC?
Yes. Patrick Mickelson is registered as an investment adviser representative in CO (CRD 4022461), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dendrite Capital manage?
Dendrite Capital reports $27.4M across 49 accounts in assets under management.
How do I contact Patrick Mickelson?
Through Patrick's website, www.dendritecap.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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