Ivan Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm manages separate investment portfolios on a discretionary, fee‑only basis for individuals, their businesses, trusts and retirement plans. It provides ongoing portfolio management and periodic reviews tailored to client objectives for stability, growth and/or income.
The firm follows a value-oriented approach, seeking “quality but currently out-of-favor” securities using both sector-driven and company-specific selection methods and a mix of proprietary valuation models, industry research, management discussions and technical analysis. It also employs a long-running proprietary study (dating to 1971 and based on 33 weekly data points) to help identify relative bargains and applies the same value philosophy to fixed-income investments.
Compared with peers, the firm’s client mix — explicitly including corporate or business clients in addition to individual and trust accounts — is an uncommon feature for a solo independent advisor and supports a small, concentrated practice (approximately $16.5 million in client assets reported as of December 31, 2025). The firm also discloses operational practices that may affect trade execution and allocation, including intraday aggregation of client orders and occasional aggregation of personal trades by the principal, and its principal serves on the board of a family of mutual funds.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.125% $1,000,001 - $2,000,000: 1.0% $2,000,001+: 0.9%
$150.00 per hour if agreed upon in advance, in lieu of asset-based fee.
Account minimum: $250,000 Fee-only: Fee based on annual percentage of assets under management, billed quarterly in advance.
Main office
Longmont CO
Advisors at this office
1
Most active in
Colorado · Pennsylvania
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
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