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- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-02-2016
- Office Locations
- 2
Office Locations
About Fpfoco
FPFOCO is a Fort Collins, CO-based RIA serving retail clients with financial planning and ongoing portfolio management, including tax and estate planning and insurance guidance. Portfolios emphasize asset allocation and risk management using public funds and ETFs, with themes that can include fixed income, real estate, and digital assets. Works with custodians such as Schwab and Fidelity and supports held-away assets via Pontera.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JASON SAMUEL SPECINER
Chief Compliance Officer, Director, Financial Advisor, President
- CRD
- #4781020
- Ownership
- 75% or more
Regina Marie Neenan
Director
- CRD
- #7167307
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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RILEY JOHN THOUBBORON
--
- CRD
- #6506221
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,200,000 | $320,256 |
| Non-Discretionary | $1,500,000 | $750,000 |
| Total | $151,700,000 | $322,081 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Private Funds | 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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