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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Focus radialZenith glacier +more
- Established Date
- 08-28-1995
- Office Locations
- 1
Office Locations
About GHP Investment Advisors INC
GHP Investment Advisors (GHPIA) is a Denver-based fiduciary RIA providing comprehensive wealth management through portfolio management and holistic financial planning, coordinating with clients’ accountants and attorneys on tax, estate, insurance, and business needs. The firm uses a disciplined, long-term “Valuation Benchmark” process and is known for a quantitative approach to global/international markets. Implementation is heavily ETF-based, with custody at Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
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Platform
Services
Technology
Owner & Executives
BRIAN JAY FRIEDMAN
Investment Advisor, President
- CRD
- #2541538
- Ownership
- 25% but less than 50%
MICHAEL THOMAS SULLIVAN
Senior Partner, VICE PRESIDENT OF WEALTH MANAGEMENT
- CRD
- #4425881
- Ownership
- 10% but less than 25%
Vital crest
Capital legacy
- CRD
- #25561
- Ownership
- 41.2%
Showing 2 of 12 owners & executives
Unlock allContacts
JACOB IAN DAVIS
--
- CRD
- #7584225
Kathryn Heet
Director
- CRD
- #7982581
Horizon vertex
Harbor foundation legacy
- CRD
- #58251
Showing 2 of 27 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,985,743,237 | $703,521 |
| Non-Discretionary | $77,891,347 | $246,492 |
| Total | $3,063,634,584 | $671,850 |
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Separately Managed Accounts
Total SMA Asset: $3,053,577,499
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,643,353,318 | 30.4% |
| Public Funds | $1,791,219,683 | 20.6% |
| U.S. Government/Agency | $2,895,515,313 | 33.3% |
| Cash | $1,365,152,865 | 15.7% |
| Total | $8,695,241,179 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME PRIME OPTIMA | BRIDGE NORTH | J8DJ7ERZO | TCSCJ | 7.81% | $40,649,503 |
| DELTA VECTOR | FUSION FOCUS | GP4NL3YUP | TYXJO | 10.38% | $82,842,301 |
| FRONTIER SUMMIT | PEAK LEGACY | WBSXEJ36H | XVX | 4.40% | $69,763,621 |
| LEGACY PATHWAY | PRIME PEAK | CJ9SZZAEL | SPJ | 7.69% | $27,719,083 |
| MATRIX PEAK GLACIER | PIONEER FOUNDATION | NEN3FCYA4 | HIS | 9.09% | $33,144,077 |
| SUMMIT WAVE | BRIDGE LEGACY | EN268JXT9 | KYOX | 4.63% | $12,622,986 |
| ELEMENT FUSION | EAGLE BEACON | JRUY76DM4 | RPRR | 9.03% | $8,973,712 |
| VITAL MOMENTUM | RIDGE RIDGE | O16BW76PO | ZIZV | 3.07% | $79,334,040 |