Normandy Capital Management, LLC logo

Normandy Capital Management, LLC

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Client assets under management

$67,608,527

Clients

182

19% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

36

Low

Average account size

$371,475

About

Normandy Capital Management serves individuals (including high-net-worth clients), pensions and profit-sharing plans, trusts, estates, charities, and other businesses, working with roughly 180 clients and managing about $67.9 million in discretionary assets. The firm provides ongoing investment management, financial planning (including “Wealth Strategy Designs”), and retirement-plan advisory services, and it offers participant education and group enrollment meetings for plan sponsors.

The firm uses an active, asset-allocation framework implemented under written Investment Policy Statements, employing fundamental, technical, cyclical and charting analyses to build diversified portfolios and exercising discretionary authority with periodic reviews and typically quarterly rebalancing. Financial planning engagements are described as intended to be “living and breathing,” with deliverables and reviews available in‑house or online and customary custodian statements and three‑month performance reports provided to clients.

Noteworthy compared with many team firms, Normandy’s brochure discloses that it may permit borrowing in separately managed accounts and that it conducts educational seminars or workshops, including participant education for retirement plans—practices that are less common among peers. The firm’s advisory team also includes a licensed CPA and multiple insurance‑licensed representatives, and it combines in‑house tax and insurance capabilities with subadvisory relationships and use of custodians and fund families such as Schwab and Capital Group in implementing client strategies.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting

Demographic focus

Approaching retirement Baby Boomers (Born 1946-1964)

Fee options

Fixed

Financial planning flat fees range from $50.00 to $15,000.00

Percentage

$0 - $1,000,000: 2.00% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001+: 0.80% annually

Commissions

May receive commissions if insurance products are purchased through licensed insurance agent representatives

Project-based

Financial planning fees range from $25.00 to $500.00 per hour

Other

Fee-only: Negotiable hourly rates $25.00 - $500.00 per hour; flat fees from $50.00 - $15,000.00 for financial planning services

Main office location

Normandy Capital Management, LLC

575 Union Blvd., Suite 201

Lakewood CO 80228, United States

Number of offices

1

Most active in

Colorado

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

Deborah D

Series 65

Lakewood, CO

Normandy Capital Management, LLC

Deborah Duemling is a financial advisor with Normandy Capital Management, LLC in Denver, CO, holding a Series 65 designation and over 20 years of industry experience. She has been with Normandy Capital Management since 2009 and has worked as a CPA through her own practice since 1983. Normandy Capital Management serves individuals, including high-net-worth clients, trusts, estates, pensions, and businesses by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs an asset-allocation framework combining fundamental, technical, charting, and cyclical analysis, and offers client education through seminars and group enrollment meetings.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

Derek L

CFP®, Series 65

Lakewood, CO

Normandy Capital Management, LLC

Derek Landis is a CFP® with seven years of industry experience, currently serving as an advisor at Normandy Capital Management, LLC since 2018. Prior to joining Normandy, he worked at the University of Sioux Falls from 2013 to 2018. Normandy Capital Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, pensions, and businesses. The firm employs a mix of fundamental, technical, charting, and cyclical analysis within an asset-allocation framework and emphasizes active management guided by client-specific Investment Policy Statements.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

David P

Series 63, Series 65

Lakewood, CO

Normandy Capital Management, LLC

David Partheymuller is a financial advisor at Normandy Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Normandy Capital Management and related entities since 2006, as well as Geneos Wealth Management since 2007. Normandy Capital Management serves individuals, including high-net-worth clients, trusts, estates, pensions, and businesses by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs an asset-allocation framework informed by fundamental, technical, charting, and cyclical analysis, and emphasizes active management tailored to each client’s Investment Policy Statement.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

John A

Series 63, Series 65

Lakewood, CO

Normandy Capital Management, LLC

John Anderson is a financial advisor with Normandy Capital Management, LLC in Lakewood, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been associated with Normandy Capital Management since 2006 and also works with Normandy Insurance Services, LLC and Geneos Wealth Management. Normandy Capital Management serves individuals, trusts, estates, pensions, and businesses by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs an asset-allocation framework combining fundamental, technical, charting, and cyclical analysis, and offers active management tailored to client-specific Investment Policy Statements.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

Charles P

CFP®, Series 65

Lakewood, CO

Normandy Capital Management, LLC

Charles Partheymuller is a CFP® and Series 65-registered financial advisor with nine years of industry experience. He has worked at The Normandy Group since 2016 and previously at TMX Finance from 2013 to 2016. He is based in Lakewood, Colorado. Normandy Capital Management serves individuals, including high-net-worth clients, trusts, estates, pensions, and other businesses by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm uses an asset-allocation framework guided by fundamental, technical, charting, and cyclical analysis, emphasizing active management within client-specific investment policy statements.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting Approaching retirement Baby Boomers (Born 1946-1964)
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