Colab Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,371,882
Clients
0
Advisors
1
of 2 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
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
Financial planning
Portfolio management
Expertise
Passive / index investing
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Wealth management
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 location
Colab Capital
616 South 300 East
St. George UT 84770, United States
Number of offices
2
Most active in
Colab Capital has reported serving >5 clients in these states in the last 12 months.
Utah
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
-
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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