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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-22-2000
- Office Locations
- 4
Office Locations
About Colorado Capital Management
Colorado Capital Management is a Boulder, CO RIA serving retail and institutional clients with comprehensive wealth management. The team combines financial planning with ongoing portfolio construction and investment management, coordinating tax, estate, retirement and insurance considerations as needed. Portfolios commonly use ETFs, mutual funds, public equity and fixed income, with options for ESG/impact and alternatives; custody via Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEVEN LLOYD ELLIS
Senior Advisor, VICE PRESIDENT
- CRD
- #1706749
- Ownership
- 50% but less than 75%
LEE MICHAEL STRONGWATER
Chief Compliance Officer, President, Senior Advisor
- CRD
- #4537898
- Ownership
- 25% but less than 50%
Showing 2 of 7 owners & executives
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Zuzana Birova
Portfolio Manager
- CRD
- #6890984
Margaret Ann Nugent
Manager, Operations and Client Service
- CRD
- #2933124
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $569,942,588 | $639,666 |
| Non-Discretionary | $68,433,873 | $556,373 |
| Total | $638,376,461 | $629,563 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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