Conexus Capital Management, LLC logo

Conexus Capital Management, LLC

Updated today

Client assets under management

$60,598,157

Clients

26

69% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

13

Very Low

Average account size

$2,330,698

About

Conexus Capital Management advises high‑net‑worth individuals, families, trusts, estates and institutional clients, offering discretionary and non‑discretionary portfolio management, financial planning, third‑party manager selection, and consulting. The firm also provides ongoing portfolio monitoring and reporting and works with clients on held‑away retirement participant accounts when applicable.

Its investment process emphasizes strategic asset allocation using an equity core‑and‑satellite approach that blends passive core exposures with actively managed sector or specialty satellites, with periodic rebalancing guided by client objectives and market conditions. Research incorporates both fundamental and technical analysis, and the firm supplements in‑house management by selecting and monitoring third‑party managers and, for qualified investors, recommending alternative strategies.

Noteworthy characteristics for a firm of this size include a relatively small client roster (mid‑20s) relative to its assets under management, suggesting a selective, higher‑touch practice and closely tailored portfolios, and a joint ownership structure through two affiliated entities. The firm also integrates third‑party platforms and reporting tools into its operations, uses held‑away participant connectivity for retirement accounts, and is willing to allocate to less‑common strategies for qualified clients (including leveraged closed‑end funds, options exposure and limited digital‑asset products).

Client services

Financial planning Portfolio management Selection of other advisers Consulting

Expertise

Private / alternative investments Options & derivatives strategies Concentrated stock management Tax-loss harvesting

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Fee options

Fixed

Financial planning fixed fees range from $5,000 to $10,000.

Percentage

$0 - $1,000,000: 2.00% $1,000,001 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.20% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.65%

Project-based

Financial planning: $550/hour; Consulting: $750/hour.

Other

Account minimum: $1,000,000 Minimum fee: Annual fixed fees range from $20,000 to $100,000 depending on account size, complexity, and activity. Fee-only: Investment management fees based on tiered percentage of AUM or annual fixed fees; financial planning fees are fixed ($5,000 - $10,000) or hourly ($550/hour); consulting fees hourly ($750/hour).

Main office location

Conexus Capital Management, LLC

10940 S. Parker Road #702

Parker CO 80134, United States

Number of offices

2

Most active in

Colorado · Florida

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Scott A

Series 65, Series 66

Parker, CO

Conexus Capital Management, LLC

Scott Altschul is a financial advisor at Conexus Capital Management, LLC in Parker, Colorado, with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Conexus since 2016. Outside of his advisory role, he is the managing member of Old School Wealth Management, a bookkeeping entity related to the ownership of Conexus Capital Management. Conexus Capital Management serves high-net-worth individuals, families, trusts, estates, and institutional clients, providing portfolio management, financial planning, and consulting. The firm employs a core-and-satellite investment approach combining passive and active strategies, incorporates both fundamental and technical research, and offers tailored portfolio solutions with selective client engagement.

Private / alternative investments Options & derivatives strategies Concentrated stock management Tax-loss harvesting
user avatar

Gregg D

Series 63, Series 65

Parker, CO

Conexus Capital Management, LLC

Gregg Denhoffer is a financial advisor with Conexus Capital Management, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Key Bank for five years before joining Conexus Capital Corp in 2016. Denhoffer serves as a non-compensated board member of the nonprofit mylifeline.org. Conexus Capital Management advises high-net-worth individuals, families, trusts, estates, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm employs a strategic asset allocation approach that combines passive core investments with actively managed specialty sectors and incorporates fundamental and technical research, third-party manager selection, and alternative strategies for qualified investors.

Private / alternative investments Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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