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President · Mountain Capital Investment Advisors Inc

Narvel I. Casas

CRD 7159672 · Named on Form ADV at one SEC-registered adviser

At a glance

Mountain Capital Investment Advisors Inc, an SEC-registered wealth manager based in Westminster, CO with $929 million in regulatory assets, lists Narvel I. Casas on its Form ADV as President.

Firms and roles

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Narvel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Brandt P. BurnsFounder and Chief, Mountain Capital Investment Advisors Inc
  • Michelle L. BurnsCo-Founder and Vice President, Mountain Capital Investment Advisors Inc
  • Jeremy A SanchezChief Compliance Officer, Chief Operating Officer, Mountain Capital Investment Advisors Inc

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Narvel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.