MOUNTAIN CAPITAL INVESTMENT ADVISORS INC
SEC RegisteredTHOUGHTFUL & THEMATIC
About the firm
Mountain Capital Investment Advisors, Inc is an SEC Registered Investment Advisory firm founded in 2011 with over $1B of client assets under management. They provide fee-based investment advisory and financial planning services to individuals and their families, acting as fiduciaries across all aspects of their clients' financial affairs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, tax planning, retirement planning, college planning, investment management (including 401(k)s and IRAs), and estate and legacy planning. The firm also offers a 'CFO' approach covering complex financial planning such as long-term injury risk, early retirement planning, new career financial implications, annual benefits enrollment, and life events such as changes in marital status, buying a home or rental property, and legacy planning.
Who they serve
Individuals and their families, with a particular focus on the airline community — including those just entering the industry, those nearing retirement, and those already in retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 883 | $299M |
| High Net Worth Individuals | 308 | $629M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
16 advisors in the directory
Regulatory & compliance
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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