C
Ceres Capital Management, Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Ceres Capital Management is a state-registered investment adviser that provides portfolio management and investment advice to individual clients through discretionary and non‑discretionary arrangements and ongoing portfolio oversight. It advises on individual stocks, mutual funds, and ETFs and reports no account minimums for prospective clients.
The firm’s investment approach is rooted in fundamental analysis and long‑term, value‑oriented investing, with holding horizons the firm defines as five years or longer. It combines Benjamin Graham–style value analysis with frameworks drawn from Austrian Economics and Nassim Taleb’s “antifragile” ideas to favor companies with durable competitive advantages and to treat short‑term market volatility as an opportunity rather than permanent loss.
Distinctive elements in the brochure include a stated practice of principals often owning the same securities recommended to clients (“skin in the game”) and an explicit policy not to vote proxies for managed securities. The filing also shows an uncommon regulatory snapshot: despite operating since 2002, the firm reported zero assets under management and no advisory clients as of December 31, 2024.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
1.00% of Assets annually
Hourly fees are invoiced, specific amounts not stated.
Main office location
Ceres Capital Management, Inc
Denver CO, United States
Number of offices
1
Most active in
Ceres Capital Management, Inc has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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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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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.
Forms ADV
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