Narvel Casas has been President of Mountain Capital Investment Advisors since August 2024, is not listed as a control person, but directly owns under 5% of the firm. Narvel Casas holds an Undergraduate degree in Finance from the University of Nebraska-Lincoln.
Mountain Capital Investment Advisors Inc is a Westminster, CO firm with $929M under management, 1,191 clients and 15 advisers across 5 offices, as of its July 2026 filing.
Isaia Casas is President of Mountain Capital Investment Advisors. He oversees the day-to-day business and leads the Financial Advisor team. His career with the firm began as an intern, where he spent two years before joining full-time.
- – present · 6 yearsWestminster, CO · Adviser representative · Firm CRD 156660
Professional designations
Listed by Mountain Capital Investment Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Narvel Casas is registered as an investment adviser representative in Colorado, since May 2020.
- ColoradoSince 5 May 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 May 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Narvel Isaia Casas
- CRD
- 7159672
- Firm
- Mountain Capital Investment Advisors · CRD 156660
- Role
- President
- Office
- 12235 PECOS ST, SUITE 100, Westminster, CO 80234
- Registration
- Investment adviser registration
- In the industry since
- May 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mountaincapital.us
Where does Narvel Casas work?
Narvel Casas has been President of Mountain Capital Investment Advisors Inc since August 2024.
Is Narvel Casas a financial advisor?
Yes. Narvel Casas has a current investment-adviser registration in Colorado, through Mountain Capital Investment Advisors since May 2020.
How many years of experience does Narvel Casas have?
Narvel Casas has 6 years in the financial industry, since May 2020, across 1 adviser firm.
What exams has Narvel Casas passed?
Narvel Casas passed the Series 65 in May 2020.
Where is Narvel Casas based?
Narvel Casas’ registered office is in Westminster, CO.
Is Narvel Casas registered with FINRA?
No. Narvel Casas has no current broker registration.
Is Narvel Casas a CFP?
Mountain Capital Investment Advisors lists Narvel Casas with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Narvel Casas’ record?
Search CRD 7159672 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Narvel Casas’ full registration record.
