A complete list of active advisors currently associated with Larimer Capital Corporation

Warmer can help you find a great advisor at Larimer Capital Corporation or one who fits your needs even better.

Larimer Capital Corporation provides investment advisory and comprehensive financial planning services to individuals, high‑net‑worth clients, families, trusts, business entities and retirement plan participants, with a stated emphasis on owners of privately held businesses. The firm manages approximately $170 million for about 101 clients and offers advisor‑managed accounts, selection and monitoring of third‑party money managers, financial planning reports, and a 401(k) management service facilitated through a third‑party platform. The firm offers both discretionary and non‑discretionary management, using fundamental and quantitative analysis and a mix of long‑ and short‑term strategies tailored to client objectives and risk tolerance, with portfolios that can include mutual funds, ETFs, alternative investments and private placements. Larimer coordinates with clients’ other advisors, conducts periodic reviews (at least annually), monitors third‑party managers and rebalances held‑away retirement accounts via the Pontera platform to address allocation and internal fees. Larimer is dually registered as an SEC investment adviser and a FINRA member broker‑dealer, and its personnel also act as registered representatives and insurance agents — an arrangement that is relatively uncommon among peers and that the firm discloses and manages through policies such as fee waivers when converting commission accounts. The firm also serves as the regulated entity for independent contractor investment adviser representatives and offers access to less liquid alternatives (non‑traded REITs, BDCs, direct private placements and private equity), features that shape its service mix for business‑owner and HNW clients.

To learn more about the advisors currently working at Larimer Capital Corporation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.