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Adam A Allgaier

Investment adviser representative at Mountain Capital Investment Advisors Inc
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$929.1MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Mountain Capital Investment Advisors IncJan 2020 to now
  2. United AirlinesMar 2019 to now
  3. Skywest AirlinesNov 2015 to Mar 2019

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (CO).

Mountain Capital Investment Advisors Inc

$929.1MAssets managed
1,191Clients
16Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7327603
Firm CRD
156660
Advisor's SEC record (opens in a new tab)
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