Fee-only adviser · Englewood, CO
Blue Heron Capital
Blue Heron Capital is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Englewood, Colorado. On its latest Form ADV, filed March 20, 2026, it reports $102M in regulatory assets under management, 205 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 339475 · SEC file 801-135158 |
| Office | 2 Inverness Drive E. Suite 106 Englewood, CO 80112 |
| Phone | (720) 488-8604 |
| Website | yourmoneyyourretirement.com |
| Regulatory assets under management | $102M |
| Individual clients | 125 non-high-net-worth, 80 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 8 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 20, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Englewood
- Cherry Creek Investment Advisors Inc $352M
- Rigden Capital Strategies $169M
- Wakefield Wealth Management, Lllp $513M
- Essential Investment Partners, LLC $223M
- Copper River Advisors LLC $94M
- Wakefield Asset Management, Lllp $454M
See all 11 fee-only advisers in Englewood →
Nearby
- Centennial 14 firms
- Greenwood Village 28 firms
- Lone Tree 1 firm
- Aurora 1 firm
- Foxfield 1 firm
- Parker 7 firms
- Highlands Ranch 6 firms
- Glendale 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Blue Heron Capital? Update this listing.