56 Capital Partners, Ltd
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$82,170,000
Clients
260
Advisors
4
across 2 offices
About
56 Capital Partners, Ltd. provides discretionary investment management, financial planning, and pension consulting to a mix of individual clients (including high‑net‑worth individuals), trusts, estates, retirement plans, nonprofit organizations and business entities, managing roughly $113 million for about 260 clients. As disclosed in its Form ADV, the firm delivers portfolio management services for individuals and charges asset‑based advisory fees common to supported firms.
The firm’s investment process emphasizes asset allocation and uses both fundamental and technical analysis to build diversified portfolios across equities, fixed income, ETFs, mutual funds and alternative investments. For clients that opt into more complex strategies, 56 CP may employ options, derivatives, hedging, metals and other advanced instruments and may utilize margin or portfolio‑margin arrangements when appropriate.
Noteworthy among peers, 56 CP is affiliated with an exempt commodity trading advisor (56 Capital Partners F&C LTD) that may purchase commodities and futures on behalf of clients, a relationship the firm discloses in its ADV and that is relatively uncommon for supported firms. The Brochure also discloses that the firm advises accredited investors on pooled vehicles focused on unimproved U.S. real estate and oil and gas drilling and that certain principals are licensed insurance agents who may recommend insurance products.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees between $3,000 and $25,000 for initial plan or consultation; ongoing fixed fees generally $1,000 to $3,000 per year, semi-annual or quarterly
$0+: 1% annually for standard asset allocation models with typical investments like ETFs, stocks, bonds, and mutual funds +: 2% annually for asset management including options, derivatives, warrants, metals, complex products, hedging, and advanced investing methods
$100 to $500 per hour for ongoing financial planning and consulting services depending on complexity
Main office
See office1465 Kelly Johnson Blvd, Suite 200
Colorado Springs CO 80920
Advisors at this office
3
Offices (2)
Most active in
California · Colorado · Georgia · Indiana · Michigan · Montana · Texas · Virginia
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting 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.
Quick links
Advisors at this firm
Derek M
CFP®, ChFC®, Series 63, Series 66
Colorado Springs, CO
56 Capital Partners, Ltd
Derek Martin is a CFP® and ChFC® with 14 years of experience in the financial services industry. He has been with 56 Capital Partners, Ltd. since 2017 and previously worked at multiple Northwestern Mutual entities from 2012 to 2017. Martin may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. 56 Capital Partners, Ltd. provides discretionary investment management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, nonprofits, and businesses. The firm manages approximately $113 million for about 260 clients and emphasizes asset allocation using fundamental and technical analysis to build diversified portfolios that include equities, fixed income, ETFs, mutual funds, and alternative investments.
Daniel E
Series 66
Colorado Springs, CO
56 Capital Partners, Ltd
Daniel Easton is a Series 66-credentialed financial advisor at 56 Capital Partners, Ltd with five years of industry experience. Prior to joining 56 Capital Partners in 2026, he worked six years at T. Rowe Price. Outside of finance, he has been involved with Goose Creek Custom Woodworking since 2017. 56 Capital Partners, Ltd provides discretionary investment management, financial planning, and pension consulting services to individuals, trusts, estates, retirement plans, nonprofits, and businesses. The firm manages approximately $113 million for around 260 clients, employing a diversified investment approach that includes both fundamental and technical analysis, with options for more complex strategies.
Lindsay W
Series 65
Colorado Springs, CO
56 Capital Partners, Ltd
Lindsay Whiddon is a financial advisor at 56 Capital Partners, Ltd with a Series 65 designation and one year of industry experience. Prior to joining 56 Capital Partners, Whiddon held roles at Huntington National Bank, Ascend Federal Credit Union, and the Boys and Girls Club of Middle Tennessee. 56 Capital Partners, Ltd. provides discretionary investment management, financial planning, and pension consulting to individual clients, trusts, estates, retirement plans, nonprofit organizations, and business entities. The firm’s investment approach includes asset allocation with fundamental and technical analysis, offering diversified portfolios that may include equities, fixed income, ETFs, mutual funds, and alternative investments.
Erin W
Series 66
Perry, GA
56 Capital Partners, Ltd
Erin Watkins is a financial advisor at 56 Capital Partners, Ltd with 10 years of industry experience. She held positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management before joining her current firm in 2017. 56 Capital Partners, Ltd provides discretionary investment management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, nonprofit organizations, and business entities. The firm emphasizes asset allocation and uses both fundamental and technical analysis to build diversified portfolios across various asset classes, including equities, fixed income, ETFs, mutual funds, and alternative investments.
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