City
Wealth management firms in Steamboat Springs, Colorado
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Steamboat Springs, Colorado reported $611.8 million in regulatory assets under management; the largest by assets was Lovett Investment Consulting LLC, with $220.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $611.8 million
- Average per firm
- $87.4 million
- SEC-registered, of those listed
- 3 of 7 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Lovett Investment Consulting LLC | SEC | $220.3 million | 137 |
| 2 | Callahan Capital Management | SEC | $217.5 million | 1,248 |
| 3 | Genereux Investment Management, Inc. | SEC | $129.3 million | 253 |
| 4 | Windham Financial Services, Inc. | State | $25.7 million | 61 |
| 5 | JRB Capital Management | State | $13.2 million | 5 |
| 6 | S2O Capital Management | State | $3.0 million | 8 |
| 7 | Upper Basin Capital, LLC | State | $2.8 million | 7 |
Wealth management firms in Colorado, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.