$87.1M Total AUM
$54.2M Disc. AUM
-- 3Y CAGR
5 Employees
148 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-02-2011
- Office Locations
- 2
Office Locations
521 E. Main Street Montrose CO
-- Denver CO
About High Country Capital Management
High Country Capital Management (HCCM) is a fee-only, independent RIA based in Vail, Montrose, and Grand Junction, serving individuals, families, and institutions in Colorado and nationwide. The team builds goal-based, tailored portfolios using a disciplined, systematic process with quarterly investment review meetings. Custody is supported through Charles Schwab.
Team overview
-- AVG AGE
$29.0M AVG AUM / ADVISOR
$588.6K AVG AUM / CLIENT
12 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
15yrs Firm Age
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Owner & Executives
J
JASON GABRIEL NAPOLI
Chief Compliance Officer, President
- CRD
- #3116306
- Ownership
- 75% or more
Available
Available
Available
JUSTIN RUBETI MCKENNA
Vice President
- CRD
- #5870916
- Ownership
- Less than 5%
Available
Available
Available
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S
SCOTT ALAN SPANGLER
Managing Partner
- CRD
- #3071280
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,166,004 | -- |
| Non-Discretionary | $32,949,518 | $185,867 |
| Total | $87,115,522 | $185,867 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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