Overview
- Headquarters
- Denver, CO
- Total Firm Assets
- $862 million
- Average High-Net-Worth Client Portfolio Size
- $2.9 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: GCP ADV PART 2A BROCHURE 3.31.2025 (2025-03-31)
· View brochure text
Latest filing: ADV PART IIA BROCHURE DTD 3.31.2026 (2026-03-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.95% |
| $2,000,001 | $3,000,000 | 0.85% |
| $3,000,001 | $4,000,000 | 0.75% |
| $4,000,001 | $5,000,000 | 0.65% |
| $5,000,001 | $10,000,000 | 0.50% |
| $10,000,001 | $25,000,000 | 0.40% |
| $25,000,001 | and above | 0.30% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $42,000 | 0.84% |
| $10 million | $67,000 | 0.67% |
| $50 million | $202,000 | 0.40% |
| $100 million | $352,000 | 0.35% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 65.50%
- Number of High-Net-Worth Clients
- 195
- Total Client Accounts
- 1,548
- Discretionary Accounts
- 1,548
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 14559
- ADV PART IIA BROCHURE DTD 3.31.2026 (2026-03-31) · View brochure text
- GCP ADV PART 2A BROCHURE 3.31.2025 (2025-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗