CRD: 156660
Mountain Capital Investment Advisors INC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- TimberSignal element +more
- Established Date
- 05-16-2011
- Office Locations
- 5
Office Locations
About Mountain Capital Investment Advisors INC
Mountain Capital Investment Advisors is an SEC-registered RIA (founded 2011) providing fee-based investment advisory and comprehensive financial planning for individuals and families, with a specialized focus on serving the airline community from early career through retirement. The firm takes a “family CFO” balance-sheet approach and primarily implements portfolios using ETFs and public funds, with custody relationships including Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRANDT PHILLIP BURNS
FOUNDER, President
- CRD
- #4914147
- Ownership
- 25% but less than 50%
MICHELLE LEE BURNS
Co-founder, President, VICE PRESIDENT
- CRD
- #6488350
- Ownership
- 25% but less than 50%
Pioneer meridian
Catalyst capital
- CRD
- #64179
- Ownership
- 12.5%
Showing 2 of 4 owners & executives
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Adam A Allgaier
Financial Advisor, General Partner
- CRD
- #7327603
Parker Brandt Balstad
Financial Advisor, General Partner
- CRD
- #7330324
Signal insight
Legacy capital
- CRD
- #54288
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $929,106,338 | $255,882 |
| Non-Discretionary | $0 | -- |
| Total | $929,106,338 | $255,882 |
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Separately Managed Accounts
Total SMA Asset: $929,106,338
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $921,949,775 | 21.8% |
| Public Funds | $1,116,489,636 | 26.4% |
| Cash | $807,763,335 | 19.1% |
| Equity - OTC | $342,559,320 | 8.1% |
| U.S. Government/Agency | $1,040,365,344 | 24.6% |
| Total | $4,229,127,410 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL BEACON PRIME | MATRIX ELEMENT | D6E8SFHN8 | FBHJ | 7.74% | $96,812,201 |
| QUANTUM OAK CATALYST | DELTA ELEMENT | 3RJNH84UD | ZORJQ | 2.72% | $63,300,000 |
| LEGACY RADIAL | DELTA TIMBER | ZBEA1W2CT | AKXTS | 2.68% | $83,306,374 |
| OAK CREST | VECTOR PATHWAY | 3AUV5E96F | ENZQQ | 1.03% | $17,021,886 |
| BEACON UNISON | HARBOR GLACIER | B83WREAZS | MII | 5.52% | $100,492,220 |
| LEGACY ATLAS | NORTH PRIME | EINQMUO3R | YMNOU | 7.37% | $85,236,154 |
| FUSION ATLAS GLACIER | VERTEX HORIZON | 6WIU8W33P | GVLZ | 6.74% | $113,699,290 |
| VALUE HARBOR INSIGHT | SUMMIT CREST | U4VR3SBIS | HCAPQ | 12.09% | $24,024,509 |