Fee-only adviser · Parker, CO

Conexus Capital Management, LLC

Conexus Capital Management, LLC is a fee-only investment adviser registered with the securities regulators of Colorado, Florida, with its main office in Parker, Colorado. On its latest Form ADV, filed January 30, 2026, it reports $61M in regulatory assets under management, 26 individual clients and 2 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

RegistrationState-registered: Colorado, Florida
Firm CRD number284318 · SEC file 801-108204
Office10940 S. Parker Road #702
Parker, CO 80134
Phone(720) 443-7940
Websitewww.conexuscap.com
Regulatory assets under management$61M
Individual clients8 non-high-net-worth, 18 high-net-worth
Financial planning clients0
How it chargesPercentage of assets, Hourly, Fixed fee
ServicesFinancial planning, Portfolio management, Selection of other advisers
Employees2
Disciplinary disclosuresNone reported
Latest Form ADV filingJanuary 30, 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 high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
  • It provides financial planning services, not only portfolio management.
  • 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 Parker

See all 7 fee-only advisers in Parker →

Nearby

Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Conexus Capital Management, LLC? Update this listing.