Vincent Otterbein
Colorado Capital Management · Sarasota, Florida
Vincent Otterbein is a fee-only financial advisor at Colorado Capital Management in Sarasota, Florida, who holds the CFP credential. Vincent 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 | Sarasota, Florida |
| 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 6975626 |
| Exams passed | Series 63 (2018) · Series 65 (2020) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.coloradocap.com |
How Vincent'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 Vincent
Is Vincent Otterbein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Vincent 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 Vincent charge for financial advice?
Vincent charges a percentage of assets.
How much does Vincent charge?
According to Colorado Capital Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Vincent Otterbein based?
Vincent Otterbein is based in Sarasota, Florida.
What credentials does Vincent Otterbein hold?
Vincent Otterbein holds the CFP credential.
Is Vincent Otterbein registered with the SEC?
Yes. Vincent Otterbein is registered as an investment adviser representative in CO (CRD 6975626), 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 Vincent Otterbein?
Through Vincent'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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