Fee-only adviser · Colorado Springs, CO
Partners Capital Management, Inc.
Partners Capital Management, Inc. is a fee-only investment adviser registered with the securities regulators of Colorado, Texas, with a mailing address in Colorado Springs, Colorado (its office is a private residence, so the street address is not published). On its latest Form ADV, filed April 17, 2024, it reports $30M in regulatory assets under management, 29 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
| Registration | State-registered: Colorado, Texas |
|---|---|
| Firm CRD number | 112585 |
| Office | Colorado Springs, CO (mailing address; office not published) |
| Phone | (719) 593-2277 |
| Website | www.partnerscapital.com |
| Regulatory assets under management | $30M |
| Individual clients | 11 non-high-net-worth, 18 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Fixed fee, Other |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 17, 2024 |
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 Colorado Springs
- Envoy Advisory Inc. $615M
- Altus Wealth Group, LLC $620M
- Intergy Private Wealth, LLC $603M
- Advisers Investment Management, Inc. $105M
- Seamount Financial Group Inc $745M
- Petra Financial Advisors Inc $447M
See all 35 fee-only advisers in Colorado Springs →
Nearby
- Castle Rock 6 firms
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