Advisors at this firm
Declan L
Series 63, Series 66
Denver, CO
Capital Investment Counsel, LLC
Declan Lane is a financial advisor at Capital Investment Counsel, LLC in Denver, CO, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Capital Investment Counsel in 2023, he worked at Fidelity Investments and has background experience at DoorDash and Amazon. Capital Investment Counsel serves a diverse client base including high-net-worth individuals, trusts, charitable organizations, and government entities. The firm employs an asset-allocation framework based on Modern Portfolio Theory and combines multiple analytical approaches to manage portfolios across various strategies, overseeing over $1.18 billion in assets with a small team of four advisors.
Alexandria A
Series 63, Series 66
Denver, CO
Capital Investment Counsel, LLC
Alexandria Adamchak is a financial advisor at Capital Investment Counsel, LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Janus Henderson for nine years. Capital Investment Counsel, LLC serves individual and institutional clients, including high-net-worth individuals, trusts, estates, charitable organizations, corporations, retirement plans, and government entities. The firm employs an asset-allocation framework based on Modern Portfolio Theory and combines multiple analytical approaches to manage portfolios across various strategies, overseeing approximately $1.18 billion in assets.
Stephen D
CFP®, Series 63, Series 66
Denver, CO
Capital Investment Counsel, LLC
Stephen Dreiling is a CFP® with 26 years of industry experience, currently serving as an advisor at Capital Investment Counsel, LLC since 2024. He previously worked at United Capital Financial Advisers, LLC from 2015 to 2023. Outside of advising, he is the sole member and manager of SSSG, LLC, a company he established in 2012. Capital Investment Counsel, LLC serves individual and institutional clients, including high-net-worth individuals, trusts, and government entities, providing financial planning, consulting, and discretionary investment management. The firm employs an asset-allocation approach based on Modern Portfolio Theory and manages over $1.18 billion with a small team of four advisors.
Christian J
CFP®, Series 63, Series 65
Denver, CO
Capital Investment Counsel, LLC
Christian Johnson is a CFP® with 27 years of industry experience, currently serving as an advisor at Capital Investment Counsel, LLC since 2023. His prior experience includes roles at Goldman Sachs Personal Financial Management and United Capital Financial Advisors. He is also the owner of FOBO LLC, a non-investment-related holding company based in Golden, CO. Capital Investment Counsel, LLC serves individual and institutional clients, including high-net-worth individuals, trusts, charitable organizations, corporations, and government entities. The firm employs an asset-allocation approach based on Modern Portfolio Theory and combines multiple analytical methods to construct diversified portfolios, managing over $1.18 billion primarily on a discretionary basis.
Jake J
CFP®, Series 65
Denver, CO
Capital Investment Counsel, LLC
Jake Johnson is a CFP® with two years of industry experience, currently serving as a financial advisor at Capital Investment Counsel, LLC. Prior to joining Capital Investment Counsel, he worked at Schaefer Financial Management and was involved with Tickets for Less LLC. He holds a Series 65 license and is based in Denver, CO. Capital Investment Counsel, LLC serves individual and institutional clients, including high-net-worth individuals, trusts, charitable organizations, corporations, and government entities. The firm employs an asset-allocation framework grounded in Modern Portfolio Theory and combines various analytical methods to construct tailored investment portfolios across multiple strategies.