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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Prudential
- Clients
- Retail and Institutional
- Platforms
- DeltaInsight +more
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
About Denewiler Capital Management INC
Denewiler Capital Management is a Denver-based RIA providing investment management and financial planning, with an investment philosophy aimed at building growing income streams through disciplined asset allocation. Portfolios lean heavily on ETFs alongside fixed income exposures. The firm serves retail and institutional clients and publishes a monthly “Observations on the Market” commentary that offers insight into its market view; custody commonly includes Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
WARREN GREG DENEWILER
Financial Advisor, Owner, President
- CRD
- #868037
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Ethan A Anderson
Financial Planner
- CRD
- #7437823
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,047,306 | -- |
| Non-Discretionary | $0 | -- |
| Total | $102,047,306 | -- |
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Separately Managed Accounts
Total SMA Asset: $102,047,306
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $148,633,142 | 12.9% |
| U.S. Government/Agency | $261,548,243 | 22.7% |
| Cash | $236,199,955 | 20.5% |
| Corporate - Investment Grade | $217,764,836 | 18.9% |
| Municipal Bonds | $125,589,244 | 10.9% |
| Public Funds | $162,459,481 | 14.1% |
| Total | $1,152,194,901 | 100.0% |