Adam Morman Carmel

CFP

Larimer Capital Corporation

42 Years of Experience

2 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEstate PlanningBusiness OwnersHigh Net Worth

Larimer Capital Corporation

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

123 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$156.2M

Fee Structure

Financial Planning:Charged separately

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	2.00%
$250K - $500K	1.75%
$500K - $1.0M	1.50%
$1.0M - $3.0M	1.00%
$3.0M - $5.0M	0.75%
$5M+	0.75%

Fees are negotiable for amounts over $5,000,001.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

1380 Seventeenth Street, Denver, CO, 80202

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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 Report How to Read Disclosures

Employment History

Current Registrations

Larimer Capital Corporation

January 1999 - Present · 27 yrs 1 mo

Larimer Capital Corporation

January 1987 - Present · 39 yrs 1 mo

Larimer Capital CorporationBroker

January 1987 - Present · 39 yrs 1 mo

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

Exams

No exam information available for this advisor.