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DeneWiler Capital Management Inc

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Client assets under management

$100,799,821

Clients

133

51% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

67

High

Average account size

$757,893

About

Denewiler Capital Management advises individuals, high‑net‑worth clients, trusts, estates, corporations, and retirement accounts, offering discretionary portfolio management, comprehensive financial planning, and limited consulting. The firm manages equity and fixed‑income portfolios—centering many accounts on a dividend‑growth "Dividend Growth from Blue Chip America" approach—and facilitates access to third‑party services for basic estate‑planning document preparation and employer‑sponsored plan management.

DCM follows a value‑based, long‑term discipline that emphasizes dividend growth, minimal market timing, and hand‑constructed (non‑model) portfolios with a target holding horizon around ten years. Financial‑planning considerations are integrated into portfolio management, and the firm discloses use of artificial intelligence tools to assist investment research, planning support, and operations, with human review of outputs.

Notably for a firm of its size and structure, DCM publishes periodic client communications and supports management or monitoring of held‑away employer plan accounts through the Pontera platform, with written client authorization and documented cybersecurity safeguards. The firm also offers Encore Estate Plans as a pass‑through service for basic legal documents, provides comprehensive planning at no extra charge to managed clients, and discloses the principal’s nonmaterial farmland holdings as an outside activity.

Client services

Financial planning Portfolio management Newsletters or periodicals

Expertise

General retirement planning Income planning Tax strategies for small businesses Active portfolio management

Occupation focus

Retired Founder/Business Owner

Fee options

Percentage

$0 - $300,000: 1% annually $300,000 - $1,000,000: 0.75% annually $1,000,000+: 0.5% annually

Project-based

$300 per hour for financial planning or consulting services outside investment management

Subscriptions

Annual retainer fees for ongoing financial planning monitoring or implementation, with a minimum of $3,000

Other

Account minimum: $300,000 Fee-only: Financial planning charged at $300 per hour; minimum initial fee of $3,000 for standalone planning; ongoing retainer fees not less than $3,000 annually. For clients with investment management services, financial planning is included at no additional cost.

Main office location

DeneWiler Capital Management Inc

1600 Stout Street, Suite 1690

Denver CO 80202-3109, United States

Number of offices

1

Most active in

Colorado · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ethan A

CFP®, Series 65

Denver, CO

DeneWiler Capital Management Inc

Ethan Anderson is a CFP® certificant based in Denver, CO, with four years of industry experience. He has worked at Denewiler Capital Management and has held roles at several other companies, including Texas Mountain Flora and AnderMill LLC. Outside of his advisory work, he is involved with AnderMill LLC, a business he has been associated with for several years. Denewiler Capital Management is a fee-only registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm employs a value-oriented, dividend-growth investment strategy focused on fundamental analysis and long-term holdings, with portfolios custom-constructed for each client.

General retirement planning Income planning Tax strategies for small businesses Active portfolio management Retired Founder/Business Owner
user avatar

Warren D

CFA®, Series 63

Denver, CO

DeneWiler Capital Management Inc

Warren Denewiler is a CFA® charterholder with 27 years of industry experience. He has worked at Sage Investment Management since 2002 and has been with Denewiler Capital Management Inc, a firm he founded, since 1991. Outside of his advisory work, he has a non-material interest in an agricultural holding company. Denewiler Capital Management is a fee-only registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm employs a value-oriented investment approach focused on a dividend-growth strategy and offers discretionary portfolio management and financial planning with an emphasis on long-term, custom-constructed portfolios.

General retirement planning Income planning Tax strategies for small businesses Active portfolio management Retired Founder/Business Owner
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