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Crestone Capital, LLC

1048 Pearl Street, Suite 450

Boulder, CO 80302

303-442-4447

100% Fiduciary. Always, in all ways.

About Crestone Capital, LLC

Crestone delivers a suite of fully integrated investment management and wealth advisory services to families looking to protect and enhance their wealth and define their unique legacy. With more than 30 years of experience and approximately $3.6 billion+ in assets under management, we help entrepreneurs, business owners, and their families pursue a better life lived. Consistent with client interests, we are a fee-only advisor that serves our clients as fiduciaries, putting their needs and interests first. "100% Fiduciary. Always, and in all ways."

At the heart of our work is exploration to find the best investment opportunities around the world. But we don't stop there. Our collective network provides us access to the people, ideas, and opportunities that are shaping what's next in capital markets.

CORE VALUES

We are passionate individuals united by a set of values that shape our culture. Living these values with passion and persistence allows us to continually reach for the next level of performance.

Cultivated Relationships are the foundation of our culture. We have developed deep-rooted trust with one another, clients, investment managers, and our global community. Our network empowers our collective partners. At Crestone, you are part of something remarkable.

Transparent Alignment

Our starting point is, "What would clients want us to do?" We are fiduciaries first, always acting in the best interest of clients. We are transparent and seek to eliminate conflicts of interest. Crestone only wins when clients win.

Think. Solve. Act.

We think critically, solve creatively, and act deliberately. We have an innate curiosity to better understand. We are problem solvers who embrace innovation. Vision without action yields no outcome. We drive action to evolve and improve results for clients.

Own it.

We make decisions and take action through an owner's lens. This mindset empowers our team to have conviction and be bold. We hold ourselves and each other accountable, because we own the outcome.

Crestone Capital, LLC is an independent, multi-family office that delivers wealth management services to an exclusive network of entrepreneurs, business owners and their families.

General Information

Firm Start Year

1991

No.of Employees

50-99

Firm CRD#

108581

States Licensed in

Colorado, Texas, California, Utah

Years of Experience in Financial Services

31

Number of Years with Current Firm

31

Advisory Services Provided

Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers

Services

Investment Types

Commodities, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Via Phone, Via Email, Our Offices, Our Office, Your Home, Video Conference, Your Office

Compliance

Registered Investment Advisor

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFA®, CPA

Firm Information

Assets Managed by Firm

$3.6 Billion+

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$25 Million