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The fee is billed in advance or in arrears and is negotiable.","source":"PART 2A BROCHURE, filed 17 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Colorado Capital Management use?","answer":"Colorado Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $612M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Colorado Capital Management have?","answer":"Colorado Capital Management has 10 investment adviser representatives registered with state securities authorities, out of 10 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Colorado Capital Management invest in?","answer":"At the end of its last fiscal year, Colorado Capital Management’s separately managed accounts held 66% registered funds (mutual funds, ETFs, BDCs), 11% state and local bonds, 7% exchange-traded equities, 5% investment grade corporate bonds, 5% cash and equivalents, 5% other and 1% U.S. government and agency bonds. 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