Journey Capital Advisers, LLC
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About
Journey Capital Advisers, LLC is a small independent registered investment adviser that provides ongoing discretionary and non‑discretionary portfolio management and investment planning to individuals, high‑net‑worth clients, charitable organizations, and corporations or business entities. The firm prepares individualized Investment Policy Statements, conducts asset allocation and security selection, and provides regular portfolio monitoring across mutual funds, equities, ETFs (including precious metal and REIT ETFs), fixed income and select non‑U.S. securities.
The firm employs a multi‑disciplinary investment process—combining fundamental, cyclical, quantitative and technical analysis with principles of modern portfolio theory—and generally emphasizes long‑term trading while permitting short‑term trades or margin use when research deems it appropriate. Journey Capital documents client risk tolerances in an IPS, seeks discretionary authority for trade execution where agreed, and maintains custody relationships through an institutional broker‑dealer platform to support execution and reporting.
Distinctive for a solo independent adviser, the firm is affiliated with other registered investment advisers: the principal also serves as Chief Investment Officer of a registered multifamily office, a relationship disclosed in the brochure and constituting a material outside affiliation. The firm’s work with charitable organizations and corporate/business clients reflects portfolio management for institutional‑type clients—an arrangement that is less common among similarly sized independent advisers—and it relies on an institutional custody platform that can provide research and operational support.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001 - MAX: 0.50%
Main office
Littleton CO
Advisors at this office
1
Most active in
Colorado · Illinois · Texas
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
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