5280 Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$32,547,566
Clients
48
Advisors
2
of 2 employees
About
5280 Capital provides discretionary portfolio management and financial consulting to individuals, trusts, estates, pooled investment vehicles, and other entities. The firm is small by advisor counts and scale (two listed investment adviser representatives, roughly 48 clients, and about $34 million in assets under management) and manages both separately managed accounts and a pooled investment vehicle.
The firm tailors portfolios to client objectives using a mix of fundamental, technical, cyclical, and economic analysis and employs long‑ and short‑term trading, strategic asset allocation, and covered option strategies as appropriate. 5280 Capital monitors accounts continuously, rebalances as conditions or client circumstances change, and may recommend investments in limited partnerships and other alternative structures in limited cases.
Distinctive features include acting as the investment manager for a private pooled fund and accepting performance‑based compensation alongside asset‑based accounts, which the brochure acknowledges can create side‑by‑side conflicts that the firm manages under its fiduciary framework. The firm also discloses operational practices and affiliations that are less common for similar-sized advisers — including the use of covered options and borrowing/margin-related charges in fund and account activity, and affiliated accounting/tax and insurance businesses operated by the principals — with these relationships and potential conflicts disclosed to clients.
Client services
Expertise
Fee options
Negotiated fixed fees for financial consulting services.
$0 - $49,999: 1.50% $50,000 - $99,999: 1.25% $100,000 - $499,999: 1.10% $500,000 - $999,999: 1.00% $1,000,000 - $4,999,999: 0.90% $5,000,000 - $9,999,999: 0.80% $10,000,000+: 0.70%
$400 per hour for financial consulting services.
1.0% quarterly management fee plus 20% annual incentive allocation on net profits for pooled investment vehicle investors (qualified clients).
Fee-only: Hourly fee of $400 for financial consulting services, negotiable fixed fees also accepted.
Main office
55 Madison St Ste 540
Denver CO 80206
Advisors at this office
2
Most active in
Colorado · Texas
Also doing business as
5280 Capital · Commonwealth Investment Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jason B
CFA®, Series 66
Denver, CO
5280 Capital
Jason Billingsley is a CFA® charterholder and holds a Series 66 license, with 14 years of experience in the financial industry. He is currently associated with 5280 Capital and has worked at Commonwealth Tax Services, LLC and Commonwealth Investment Advisors LLC since 2013. In addition to his advisory role, he is licensed to transact accident, health, life, disability, and long-term care insurance. 5280 Capital provides discretionary portfolio management and financial consulting to individuals, trusts, estates, and pooled investment vehicles. The firm employs a combination of fundamental, technical, cyclical, and economic analysis to tailor portfolios and manages both separately managed accounts and a private pooled fund.
Minesh A
Series 65
Denver, CO
5280 Capital
Minesh Amin is a financial advisor at 5280 Capital with eight years of industry experience. He holds a Series 65 designation and has worked at Commonwealth Investment Advisors since 2018. In addition to his advisory role, Amin is involved in tax preparation and accounting through Commonwealth Tax Services and his own firm, Greenbriar Accounting & Tax Services. 5280 Capital provides discretionary portfolio management and financial consulting to individuals, trusts, estates, and pooled investment vehicles. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to tailor portfolios and manages both separately managed accounts and a private pooled fund.
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