Denver, CO Office
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Money Concepts Advisory Service
Enterprise
Firm-wide stats for Money Concepts Advisory Service
About
Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a broad client mix that includes individual investors (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, and corporations. The firm operates as an enterprise-scale adviser managing roughly $4.07 billion in client assets through a network of several hundred advisors and multiple portfolio programs.
The firm uses model-driven and asset-allocation approaches (including modern portfolio theory), offering both discretionary and non-discretionary programs that range from proprietary model portfolios to sub-advised strategies; clients begin with an intake profile and are placed in programs that may be rebalanced or overseen on an ongoing basis. MCAS also makes regular use of third-party managers and service providers for trading, model management, and reporting, and discloses reliance on platforms such as Envestnet for back-office and model support.
Noteworthy for an enterprise adviser, MCAS operates alongside Money Concepts Capital Corp. as a registered broker-dealer and insurance general agency, and many of its investment adviser representatives are also registered representatives and licensed insurance agents, with commissions and insurance sales comprising a substantial portion of firm revenues. The dual adviser/broker-dealer structure means the firm receives economic benefits from clearing and custody relationships (including revenue sharing and distribution payments) and offers specialized services such as variable annuity management and an annuity-linking program, which distinguish it from peers that operate solely as fee-only advisory firms.
Based on Money Concepts Advisory Service
Expertise
Based on Money Concepts Advisory Service
Location
600 South Cherry St, Suite 801
Denver CO 80246
Advisors at this office
3
Advisors at this office
Christopher B
CFP®, Series 63, Series 65
Denver, CO
Money Concepts Capital Corp
Christopher Blair is a CFP® with over 31 years of experience in financial planning and advisory services. He has been with Money Concepts Capital Corp since 1995 and serves as the National Director of Financial Planning for Money Concepts International, where he is involved in teaching and coaching. Blair also owns Blair Financial Planning, operating under Maestro Associates, focusing exclusively on planning sales through Money Concepts, and holds an officer position at Blue Devils 1999 LLC. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a range of investment programs and combines model portfolios, advisor-designed portfolios, and third-party sub-advisers using fundamental and technical analysis alongside modern portfolio theory.
Michael D
CFP®, Series 63, Series 66
Denver, CO
Money Concepts Capital Corp
Michael Denison is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp since 2020. He also operates Aspen Grove Financial Strategies LLC as an owner and partner. His prior experience includes roles at Eagle Strategies (NY Life), New York Life Insurance Company, and NYlife Securities LLC. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing $3.33 billion for around 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, employing a range of managed programs and investment strategies.
J H
Series 63, Series 66
Denver, CO
Money Concepts Capital Corp
J Howell is a financial advisor with Money Concepts Capital Corp in Denver, CO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Money Concepts Capital Corp since 2001. Outside of his advisory role, Howell serves as an officer on the board of directors for the Lemmon Lodge Homeowners Association in Grand Lake, CO, and operates Blair Financial Planning under the DBA Maestro Associates. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis to guide asset allocation and account rebalancing.
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