Woolly Mammoth is a registered investment advisor founded in 2025 and based in Colorado Springs, Colorado. The firm provides discretionary portfolio management tailored to each client's specific financial situation, goals, and risk tolerance. Woolly Mammoth evaluates clients to build custom portfolios utilizing modern portfolio theory, combining fundamental and technical analysis to select investments such as exchange-listed stocks, mutual funds, index funds, exchange-traded funds, stock options, bonds, and occasionally private placement offerings. Woolly Mammoth operates independently with sole ownership by Eric Laughlin and does not accept compensation for the sale of financial products.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are 1.25% annualized, billed monthly in arrears, and are negotiable at the firm's discretion.