C
Cimarron Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,554,133
Clients
5
80% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
LowAverage account size
$2,110,827
About
The firm provides fee‑only investment management to individuals and high‑net‑worth households, with an emphasis on business and retirement planning rather than standalone financial planning. It manages a very small number of client relationships and requires a minimum household opening balance of $250,000.
Its investment approach relies on fundamental analysis and long‑term purchase strategies implemented through diversified portfolios of mutual funds, ETFs, stocks and bonds, with discretionary trading authority and scheduled quarterly reviews. The adviser customizes asset allocation to client objectives, coordinates with clients’ tax professionals when appropriate, and bills on a percentage‑of‑assets basis.
Noteworthy aspects include an unusually small client roster relative to assets under management, producing notably large average account sizes, and the firm’s lead adviser’s advanced training and CFA designation as part of its stated discipline. The firm also discloses that it will not vote proxies on client securities and that it has discontinued offering financial planning, both of which differ from many peers.
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 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.
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:
-
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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