Colab Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Colab Capital, LLC is an SEC‑registered investment adviser that provides discretionary portfolio management and related advisory services to individuals, families, trusts/estates, charitable organizations, and businesses. The firm advises across public equities, fixed income, ETFs and mutual funds, cash equivalents, options, and select private/alternative investments, and also provides financial planning and consulting on matters such as retirement, estate, tax coordination, business structuring, real estate analysis, insurance reviews, and liquidity planning.
The firm constructs tailored portfolios using asset allocation, manager selection, and security analysis, and employs a mix of fundamental, technical, quantitative, and cyclical methods; portfolios may include third‑party managers, private funds, derivatives, and margin when appropriate. Colab typically operates with discretionary authority, monitors accounts on an ongoing basis with at least annual formal reviews, and emphasizes frequent communication to align strategies with each client’s risk tolerance and time horizon.
What distinguishes Colab from many peers is its network of affiliations: it is under common control with another SEC‑registered adviser (Your IA, LLC, which reports discretionary authority over roughly $106.6 million) and is connected to a parent company that owns several insurance agencies and fintech/service businesses. Employees of the firm may also act as licensed insurance agents and may receive customary commissions on insurance products, a relationship the firm discloses and manages through written disclosures and internal procedures.
Client services
Expertise
Fee options
Fixed planning and consulting fees quoted based on scope of work.
$0 - $2,499,999: 1.75% $2,500,000 - $5,000,000: 1.50% $5,000,001+: 1.25%
Fixed planning and consulting fees quoted based on scope of work; specific hourly rates not disclosed.
Main office
Highland UT
Advisors at this office
1
Most active in
Utah
Also doing business as
Colab Capital · Colab Capital, 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.
Is not active or affiliated with:
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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.
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