Vice President · Colorado Capital Management
Steven L. Ellis
CRD 1706749 · Named on Form ADV at one SEC-registered adviser
At a glance
Colorado Capital Management, an SEC-registered wealth manager based in Boulder, CO with $638 million in regulatory assets, lists Steven L. Ellis on its Form ADV as Vice President, a control person.
Firms and roles
- Colorado Capital ManagementVice PresidentWealth manager · Boulder, CO · $638M in regulatory assets
AtlasMembers
Steven’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
- 1 firmLocked
- 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 (6)
- Lee M. StrongwaterPresident, Chief Compliance Officer, Colorado Capital Management
- Andrew K. GilsonShareholder, Colorado Capital Management
- Jason G. BlackShareholder, Colorado Capital Management
- Max B. PulitzerShareholder, Colorado Capital Management
- Erica N. LoughreyShareholder, Colorado Capital Management
1 more person named with Steven on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.