Conexus Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Financial planning fixed fees range from $5,000 to $10,000.
$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%
Financial planning: $550/hour; Consulting: $750/hour.
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
10940 S. Parker Road #702
Parker CO 80134
Advisors at this office
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
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
Quick links
Advisors at this firm
Scott A
Series 65, Series 66
Parker, CO
Conexus Capital Management, LLC
Scott Altschul is a financial advisor at Conexus Capital Management, LLC with 16 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at UBS Financial Services, Merrill, and Northern Trust Securities. Altschul is also the managing member of Old School Wealth Management, a bookkeeping entity related to the ownership of Conexus Capital Management. Conexus Capital Management advises high-net-worth individuals, families, trusts, estates, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm uses a core-and-satellite investment approach that combines passive and active strategies, incorporates fundamental and technical research, and employs selective third-party managers and alternative strategies for qualified investors.
Gregg D
Series 63, Series 65
Parker, CO
Conexus Capital Management, LLC
Gregg Denhoffer is a financial advisor at Conexus Capital Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Conexus Capital Corp since 2016. He serves as a board member for the nonprofit mylifeline.org, a non-investment related position. Conexus Capital Management advises high-net-worth individuals, families, trusts, estates, and institutional clients with discretionary and non-discretionary portfolio management, financial planning, third-party manager selection, and consulting. The firm employs a strategic asset allocation approach blending passive core exposures with actively managed sector and specialty satellites, supplemented by third-party managers and alternative strategy recommendations for qualified investors.
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