Colorado Springs, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
56 Capital Partners, Ltd
Supported
Firm-wide stats for 56 Capital Partners, Ltd
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.
Based on 56 Capital Partners, Ltd
Expertise
Based on 56 Capital Partners, Ltd
Location
1465 Kelly Johnson Blvd, Suite 200
Colorado Springs CO 80920
Advisors at this office
3
Advisors at this office
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)