Cimarron Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee‑only investment management to individuals and high‑net‑worth households, with an emphasis on business and retirement planning rather than standalone financial planning. It manages a very small number of client relationships and requires a minimum household opening balance of $250,000.
Its investment approach relies on fundamental analysis and long‑term purchase strategies implemented through diversified portfolios of mutual funds, ETFs, stocks and bonds, with discretionary trading authority and scheduled quarterly reviews. The adviser customizes asset allocation to client objectives, coordinates with clients’ tax professionals when appropriate, and bills on a percentage‑of‑assets basis.
Noteworthy aspects include an unusually small client roster relative to assets under management, producing notably large average account sizes, and the firm’s lead adviser’s advanced training and CFA designation as part of its stated discipline. The firm also discloses that it will not vote proxies on client securities and that it has discontinued offering financial planning, both of which differ from many peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Account minimum: $250,000 Fee-only: Fee-only investment advice; no commissions received.
Main office
Fort Collins CO
Advisors at this office
1
Most active in
Colorado · Texas
Also doing business as
Cimarron Wealth Management, LLC · Peloton Wealth Management, 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 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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