A complete list of active advisors currently associated with Colab Capital
Warmer can help you find a great advisor at Colab Capital or one who fits your needs even better.
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.
To learn more about the advisors currently working at Colab Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Highland, UT
| 12
|
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