C
Cimarron Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,554,133
Total clients
5
80% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$2,110,827
About
The firm provides fee‑only investment advisory and asset management services to individuals and high‑net‑worth households, with an emphasis on business and retirement planning. It generally requires a household opening balance (stated minimum $250,000, negotiable) and does not participate in wrap fee programs.
The sole advisor implements portfolios using fundamental analysis and primarily long‑term purchase strategies, and can prepare a formal Investment Policy Statement to guide each relationship. Accounts are monitored through periodic reviews (quarterly and annual) and managed on a discretionary basis with custodial arrangements at an independent qualified custodian.
Noteworthy features include a relatively small client roster while managing roughly $10.5 million in assets, indicating a concentrated, high‑touch client mix rather than a broad retail client base. The firm also recently discontinued offering financial planning and its sole advisor holds the CFA designation, both of which are atypical details among small independent RIAs.
Client services
Portfolio management
Expertise
Business ownership considerations
General retirement planning
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Account minimum: $250,000 (may be negotiable) Fee-only: Fee only investment advice; no commissions received
Main office location
Cimarron Wealth Management, LLC
Fort Collins CO, United States
Number of offices
1
Most active in
Cimarron Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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