Stephen Moore
Partners Capital Management · Colorado Springs, Colorado
Stephen Moore is a fee-only financial advisor at Partners Capital Management in Colorado Springs, Colorado, who holds the CFP and ChFC credentials. Partners Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Partners Capital Management |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $30.4M across 29 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in TX · CRD 339310 |
| Exams passed | Series 63 (1984) · Series 65 (1993) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.partnerscapital.com |
How Stephen's firm compares
- Partners Capital Management's average account is about $1.0 million, from its Form ADV (assets managed divided by 29 accounts).
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Questions about Stephen
Is Stephen Moore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Partners Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Partners Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Stephen Moore based?
Stephen Moore is based in Colorado Springs, Colorado.
What credentials does Stephen Moore hold?
Stephen Moore holds the CFP and ChFC credentials.
Is Stephen Moore registered with the SEC?
Yes. Stephen Moore is registered as an investment adviser representative in TX (CRD 339310), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Partners Capital Management manage?
Partners Capital Management reports $30.4M across 29 accounts in assets under management.
How do I contact Stephen Moore?
Through Stephen's website, www.partnerscapital.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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