AdFi
MC

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

SEC Registered
WESTMINSTER, COhttps://mountaincapital.us720-500-0050
Assets Under Management
$500M–$1B
Employees
17
Office Locations
4 offices
Total Accounts
3631

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net Worth

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)883$299M
High Net Worth Individuals308$629M

0 total clients reported on Form ADV.

Leadership

Brandt Phillip Burns
MANAGER
Michelle Lee Burns
SECRETARY
Robert William Loesch
CHIEF COMPLIANCE OFFICER

Office locations

4 offices in 1 state
CO
WESTMINSTERHQ

Advisors at this firm

5 advisors in the directory

Regulatory & compliance

CRD number
#156660
SEC Number
801-110107
Disciplinary History
No
Fee Model & Minimums
Model: AUM

Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MOUNTAIN CAPITAL INVESTMENT ADVISORS INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC in WESTMINSTER, CO - Financial Advisory Firm | AdvisorFinder