Steven Ellis
Colorado Capital Management · Boulder, Colorado
Steven Ellis is a fee-only financial advisor at Colorado Capital Management in Boulder, Colorado. Steven 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 CA, CO · CRD 1706749 |
| Exams passed | Series 63 (1987) · Series 65 (1992) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.coloradocap.com |
| Profile |
How Steven'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 Steven
Is Steven Ellis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven 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 Steven charge for financial advice?
Steven charges a percentage of assets.
How much does Steven charge?
According to Colorado Capital Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Steven Ellis based?
Steven Ellis is based in Boulder, Colorado.
Is Steven Ellis registered with the SEC?
Yes. Steven Ellis is registered as an investment adviser representative in CA and CO (CRD 1706749), 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 Steven Ellis?
Through Steven'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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