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Firm

Third Day Capital

Denver, Colorado

Fee-only

Third Day Capital at a glance

  • One of 336 fee-only firms based in Colorado in the Wellspent graph.
  • 1 advisor is listed here, who holds the CFA.
  • Its Form ADV reports 1 employee and 25 individual clients, 8 of them high net worth.
  • Its average account is about $520,000 (assets it manages divided by its 58 accounts).

Specialties Estate & legacy planning · Sustainable & impact investing · Family wealth transfer

Works with Multi-generational families

Fee-only advisors in Colorado · What fee-only advisors charge in Colorado

Facts

Based inDenver, Colorado
Websitethird-day-capital.com
Email[email protected]
Phone(303) 979-9259

Third Day Capital fees

Third Day Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets
Assets managed$30 million
Individual clients17
High-net-worth clients8
Accounts managed58
Employees1
Planning clients11-25
Financial planningOffered
Form ADV filedMarch 20, 2026
SEC recordCRD 148121

Advisors at this firm (1)