Haas Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,694,000
Clients
11
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$881,273
About
Haas Capital Management provides discretionary portfolio management to high‑net‑worth individuals, trusts, pension funds, charitable organizations, and corporate clients. The firm assists clients with asset allocation, account establishment and transfers, and ongoing security selection and trading across U.S. individual equities and ETFs for bonds and foreign securities.
The firm’s strategies are built from approaches that have worked historically combined with the principal’s judgment, with a fundamental emphasis on earnings, dividends and valuation rather than technical analysis. Haas generally seeks multi‑year holdings but notes that its active strategy turnover is higher than passive index funds, which can increase trading costs and tax consequences.
Noteworthy for a solo independent adviser, Haas manages institutional clients in addition to HNW individuals and operates all accounts on a discretionary basis, with a negotiable $250,000 minimum and a preference that clients custody accounts at Interactive Brokers. The principal also develops trading algorithms, serves on a corporate board, and engages in farming and consulting activities that take varying portions of his time; he trades alongside clients in the same strategies and the firm does not accept proxy‑voting authority.
Client services
Portfolio management
Expertise
Active portfolio management
Tax-loss harvesting
Fee options
1.00% annually, negotiable to as low as 0.65%
Account minimum: $250,000 (negotiable)
Main office location
Haas Capital Management LLC
1994 Kinnison Drive
Fort Collins CO 80526, United States
Number of offices
1
Most active in
Haas Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · 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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