Haas Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Haas Capital Management provides discretionary portfolio management to high‑net‑worth individuals, trusts, pension funds, charitable organizations, and corporate clients. The firm assists clients with asset allocation, account establishment and transfers, and ongoing security selection and trading across U.S. individual equities and ETFs for bonds and foreign securities.
The firm’s strategies are built from approaches that have worked historically combined with the principal’s judgment, with a fundamental emphasis on earnings, dividends and valuation rather than technical analysis. Haas generally seeks multi‑year holdings but notes that its active strategy turnover is higher than passive index funds, which can increase trading costs and tax consequences.
Noteworthy for a solo independent adviser, Haas manages institutional clients in addition to HNW individuals and operates all accounts on a discretionary basis, with a negotiable $250,000 minimum and a preference that clients custody accounts at Interactive Brokers. The principal also develops trading algorithms, serves on a corporate board, and engages in farming and consulting activities that take varying portions of his time; he trades alongside clients in the same strategies and the firm does not accept proxy‑voting authority.
Client services
Expertise
Fee options
1.00% annually, negotiable to as low as 0.65%
Account minimum: $250,000 (negotiable)
Main office
1994 Kinnison Drive
Fort Collins CO 80526
Advisors at this office
1
Most active in
Colorado · Texas
Disclosures
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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.
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