$1.4M Total AUM
$1.4M Disc. AUM
-- 3Y CAGR
2 Employees
0 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2025
- Office Locations
- 2
Office Locations
616 South 300 East St. George UT
-- Highland UT
About Colab Capital
Colab Capital is a St. George-based RIA with 2 offices. The firm has been operating for 1 years. Managing $1.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
53 AVG AGE
$1.4M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
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Platform
Available
Services
Available
Owner & Executives
A
Alicia Heiner Sutton
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
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BRYCE JAY SUTTON
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2789705
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,371,882 | $342,971 |
| Non-Discretionary | $0 | -- |
| Total | $1,371,882 | $342,971 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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