TrueAdvisor
TrueAdvisor
AC
CFP
AC
CFP

Adam Carmel

Larimer Capital Corporation
43 Years of Experience
Denver, CO
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Adam Carmel is a CFP-designated registered investment advisor at Larimer Capital Corporation, based in Denver, CO, with 43 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 101 clients with $170M in assets under management.

Larimer Capital Corporation
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
101 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$169.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.75%
$5M+0.75%

Fees for accounts over $5,000,000 are negotiable. Fees are billed monthly in arrears.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1380 Seventeenth Street, Denver, CO, 80202

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
May 1995
Final
Criminal
March 1975
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Larimer Capital Corporation
January 1999 - Present · 27 yrs 9 mos
Larimer Capital Corporation
January 1987 - Present · 39 yrs 9 mos
Larimer Capital CorporationBroker
January 1987 - Present · 39 yrs 9 mos
Previous Registrations
Avior Wealth Management, LLC
March 2024 - October 2024 · 7 mos
Capital Analysts, IncorporatedBroker
July 1984 - January 1987 · 2 yrs 6 mos
Rosenkrantz, Ehrenkrantz, Lyon & Ross IncorporatedBroker
November 1982 - June 1984 · 1 yr 7 mos
State Registrations12 states
CACOCTDCFLMIMTNMNYPATXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Denver, CO →All financial advisors in Colorado →