Advisor at Semrod Capital LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Leadville, CO
Credentials
Series 63, Series 66
Industry experience
25 years
Christopher Semrod is the sole advisor at Semrod Capital LLC, an independent firm based in Leadville, CO. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. Prior to founding Semrod Capital, he worked at Strategic Wealth Planning and Richfield Orion. Semrod Capital LLC provides discretionary and non-discretionary asset and portfolio management services tailored to individuals, high-net-worth clients, and business entities. The firm employs a diverse investment approach incorporating fundamental analysis, Modern Portfolio Theory, technical and cyclical analysis, and quantitative techniques, serving a small client base that includes charitable organizations.
Up to 1.0% annually, negotiable based on certain criteria
Account minimum: $500,000 (minimum may be lowered or waived in some instances)
Leadville, CO
Colorado
Semrod Capital, LLC
2019 - Present (7 years)
Semrod Capital, LLC
2018 - Present (8 years)
Strategic Wealth Planning
2016 - 2019 (3 years)
Richfield Orion
2016 - 2016 (1 year)
UnEmployed
2015 - 2016 (1 year)
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Series 63, Series 65
Blue River, CO
&PARTNERS
Ryan Barber is a financial advisor with &Partners, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He worked at Edward Jones for 20 years before joining &Partners in 2024. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models for customized client engagements.
CFP®, ChFC®, Series 66
Alma, CO
Edward Jones
Kelly Tate is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 17 years of experience in the financial services industry. She has been with Edward Jones since 2008. Outside of her advisory work, she plans to operate a short-term rental business for a second home in Alma, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.
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