Colorado Capital Management

Steven
Ellis

Colorado Capital Management is a Certified B Corporation and a leader in the field of impact investing (SRI, ESG, and private debt and equity). Located in Boulder, Colorado, we manage approximately $250 million in assets for families and foundations and have a 15 year track record of success. We provide fee-only financial advisory services including financial planning, portfolio management, and impact investing. The founder of our firm and the head of our impact investing practice is Steven Ellis, CFA who has nearly three decades of experience as a financial advisor and has a similar tenure as an active community volunteer. Everyone at CCM believes strongly in giving back to our community through volunteerism and through the CCM Foundation. We are frequently sought out as speakers on impact investing for conferences, classroom lectures, and community events. We are also writing a guide to the industry for students, professionals and investors wishing to enter the field.

Telephone

40.0138522, -105.2390188

Colorado Capital Management, Inc. is a registered investment advisor located in CO. Colorado Capital Management, Inc. and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Colorado Capital Management, Inc. maintains clients. Colorado Capital Management, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For information pertaining to the registration status of Colorado Capital Management, Inc., please contact the SEC, FINRA or the state securities regulators for those states in which Colorado Capital Management, Inc. maintains a filing. A copy of Colorado Capital Management, Inc.’s current written disclosure statement discussing Colorado Capital Management Inc.’s business operations, service, and fees is available from Colorado Capital Management, Inc. upon written request.