Normandy Capital Management, LLC logo

Normandy Capital Management, LLC

Updated today

Client AUM

$67,608,527

Clients

182

Advisors

5

of 5 employees

About

Normandy Capital Management serves individuals (including high-net-worth clients), pensions and profit-sharing plans, trusts, estates, charities, and other businesses, working with roughly 180 clients and managing about $67.9 million in discretionary assets. The firm provides ongoing investment management, financial planning (including “Wealth Strategy Designs”), and retirement-plan advisory services, and it offers participant education and group enrollment meetings for plan sponsors.

The firm uses an active, asset-allocation framework implemented under written Investment Policy Statements, employing fundamental, technical, cyclical and charting analyses to build diversified portfolios and exercising discretionary authority with periodic reviews and typically quarterly rebalancing. Financial planning engagements are described as intended to be “living and breathing,” with deliverables and reviews available in‑house or online and customary custodian statements and three‑month performance reports provided to clients.

Noteworthy compared with many team firms, Normandy’s brochure discloses that it may permit borrowing in separately managed accounts and that it conducts educational seminars or workshops, including participant education for retirement plans—practices that are less common among peers. The firm’s advisory team also includes a licensed CPA and multiple insurance‑licensed representatives, and it combines in‑house tax and insurance capabilities with subadvisory relationships and use of custodians and fund families such as Schwab and Capital Group in implementing client strategies.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting

Demographic focus

Approaching retirement Baby Boomers (Born 1946-1964)

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Fee options

Fixed

Financial planning flat fees range from $50.00 to $15,000.00

Percentage

$0 - $1,000,000: 2.00% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001+: 0.80% annually

Commissions

May receive commissions if insurance products are purchased through licensed insurance agent representatives

Project-based

Financial planning fees range from $25.00 to $500.00 per hour

Other

Fee-only: Negotiable hourly rates $25.00 - $500.00 per hour; flat fees from $50.00 - $15,000.00 for financial planning services

Main office

575 Union Bld. # 201

Lakewood CO 80228

Advisors at this office

5

Most active in

Colorado

Also doing business as

Normandy Capital Management, LLC · The Normandy Group

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Deborah D

Series 65

Lakewood, CO

Normandy Capital Management, LLC

Deborah Duemling is a financial advisor with Normandy Capital Management, LLC in Denver, CO, holding a Series 65 designation and over 20 years of industry experience. She has been with Normandy Capital Management since 2009 and has worked as a CPA through her own practice since 1983. Normandy Capital Management serves individuals, including high-net-worth clients, trusts, estates, pensions, and businesses by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs an asset-allocation framework combining fundamental, technical, charting, and cyclical analysis, and offers client education through seminars and group enrollment meetings.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

Derek L

CFP®, Series 65

Lakewood, CO

Normandy Capital Management, LLC

Derek Landis is a CFP® and holds a Series 65 license, with eight years of experience in the financial advisory industry. He has been with Normandy Capital Management, LLC since 2018 and previously worked at the University of Sioux Falls from 2013 to 2018. Normandy Capital Management serves individuals, including high-net-worth clients, as well as pensions, trusts, estates, charities, and other businesses. The firm provides investment management, financial planning, and retirement-plan advisory services, using an active asset-allocation framework guided by written Investment Policy Statements and incorporating fundamental and technical analyses to construct diversified portfolios.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

David P

Series 63, Series 65

Lakewood, CO

Normandy Capital Management, LLC

David Partheymuller is a financial advisor at Normandy Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Normandy Capital Management and related entities since 2006, as well as Geneos Wealth Management since 2007. Normandy Capital Management serves individuals, including high-net-worth clients, trusts, estates, pensions, and businesses by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs an asset-allocation framework informed by fundamental, technical, charting, and cyclical analysis, and emphasizes active management tailored to each client’s Investment Policy Statement.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

John A

Series 63, Series 65

Lakewood, CO

Normandy Capital Management, LLC

John Anderson is a financial advisor at Normandy Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Normandy Capital Management since 2006, also affiliated with Normandy Insurance Services and Geneos Wealth Management. Normandy Capital Management serves individuals, pensions, trusts, estates, charities, and businesses, managing approximately $67.9 million in discretionary assets across roughly 180 clients. The firm employs an active, asset-allocation approach within written Investment Policy Statements and provides investment management, financial planning, and retirement-plan advisory services, including participant education and group enrollment meetings.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

Charles P

CFP®, Series 65

Lakewood, CO

Normandy Capital Management, LLC

Charles Partheymuller is a CFP® certificant with nine years of industry experience. He has been with The Normandy Group, now Normandy Capital Management, LLC, for the past ten years. He holds the Series 65 designation and is based in Lakewood, Colorado. Normandy Capital Management serves individuals, including high-net-worth clients, as well as pensions, trusts, estates, charities, and businesses. The firm uses an active asset-allocation approach guided by written Investment Policy Statements and provides investment management, financial planning, and retirement-plan advisory services to roughly 180 clients with approximately $67.9 million in discretionary assets.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting Approaching retirement Baby Boomers (Born 1946-1964)
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