L
CRD: 18189
Larimer Capital Corporation
Denver, CO, 80222
3035735511
$169.9M Total AUM
$169.9M Disc. AUM
-- 3Y CAGR
4 Employees
101 ADV. Clients
39 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-1986
- Office Locations
- 1
Office Locations
1720 South Bellaire Street Suite 1110 Denver CO
About Larimer Capital Corporation
Larimer Capital Corporation is a Denver-based RIA. The firm has been operating for 39 years. Managing $169.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$85.0M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
27.7 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
39yrs Firm Age
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Asset Classes
Pioneer Timber pioneer Radial Legacy ridge Pioneer Foundation timber Signal zenith
Client Personas
Summit wave
Investment Themes
Ridge Ember vertex
Investment Vehicles
Alpha
Platform
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Services
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Owner & Executives
ADAM MORMAN CARMEL
Chief Compliance Officer, President
- CRD
- #1074710
- Ownership
- 75% or more
(864) 618-7835
north.crest@signalcapital.com
in linkedin.com/in/beacon-element
Showing 1 of 1 owners & executives
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G
GERARD THOMAS OLOUGHLIN
--
- CRD
- #806103
(490) 689-8616
ember.signal@beaconcapital.com
in linkedin.com/in/pathway-quantum
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $169,920,671 | $514,911 |
| Non-Discretionary | $0 | -- |
| Total | $169,920,671 | $514,911 |
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Separately Managed Accounts
Total SMA Asset: $169,920,671
Equity - Exchange:
21.8% Cash:
17.7% Municipal Bonds:
22.4% U.S. Government/Agency:
14.8% Corporate - Investment Grade:
18.6% Equity - OTC:
4.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,766,780,843 | 21.8% |
| Cash | $1,434,496,373 | 17.7% |
| Municipal Bonds | $1,815,407,839 | 22.4% |
| U.S. Government/Agency | $1,199,465,894 | 14.8% |
| Corporate - Investment Grade | $1,507,436,866 | 18.6% |
| Equity - OTC | $380,911,466 | 4.7% |
| Total | $8,104,499,281 | 100.0% |