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.
- Mountain Capital Investment Advisors IncJan 2020 to now
- United AirlinesMar 2019 to now
- 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