Cottage Grove, MN Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Mountain Capital Investment Advisors Inc
Team
Firm-wide stats for Mountain Capital Investment Advisors Inc
About
Mountain Capital Investment Advisors is an SEC-registered wealth management firm serving individuals, high net worth individuals, trusts, estates, and charitable organizations. The firm manages approximately $929 million for about 1,191 client relationships and provides discretionary investment management, retirement account advice, and comprehensive financial planning.
Investment approaches are customized for each client and generally emphasize long-term strategies implemented with low-cost, diversified mutual funds and ETFs, with selective use of individual stocks and bonds. Mountain Capital uses both fundamental and technical analysis, conducts ongoing monitoring with at least annual formal reviews, and serves as a fiduciary when advising on ERISA and IRA matters.
The firm’s structure includes five offices, an uncommon multi-office footprint for a team of its size, and it is affiliated through common control with Mountain Capital CPAs and Mountain Capital Consulting, enabling coordinated referrals for accounting, tax planning, and career coaching while disclosing those relationships as potential conflicts. The brochure also discloses a minority ownership connection to third‑party investment solution providers via Merchant Wealth/Investment and an institutional custodial relationship with Schwab that provides technology and other economic benefits, arrangements the firm says it manages through policies, disclosures, and oversight.
Expertise
Location
Cottage Grove MN
Advisors at this office
1
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