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High Country Capital Management

High Country Capital Management. CRD 106151

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CRD: 106151

High Country Capital Management

$87.1M Total AUM
$54.2M Disc. AUM
-- 3Y CAGR
5 Employees
148 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
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.

Reported data analysis

What the numbers show

Between May 4, 2011 and February 21, 2012, reported AUM decreased 9.0%, from $41.2M to $37.5M.

Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.

The firm reports 3 advisory representatives and 148 clients, or 49.3 clients per representative. That equates to $588.6K in reported AUM per client.

The profile lists 2 reported office locations and 15 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

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

Additional firm insights

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Available data coverage

  • Asset Classes
  • Client Personas
  • Custodian
  • Investment Themes
  • Investment Vehicles
  • Services
  • Technology

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Owner & Executives

JASON GABRIEL NAPOLI

JASON GABRIEL NAPOLI

Chief Compliance Officer, President

CRD
#3116306
Ownership
75% or more
JUSTIN RUBETI MCKENNA

JUSTIN RUBETI MCKENNA

Vice President

CRD
#5870916
Ownership
Less than 5%

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Contacts

S

SCOTT ALAN SPANGLER

Managing Partner

CRD
#3071280

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-04-2011
02-21-2012
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

SMA allocation detail is available

High Country Capital Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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