SourcingSourcing

LARIMER CAPITAL CORP

A87
CRD 18189·SEC 801-29070·DENVER, CO
AUM
$169.9M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$510K
@ 30% margin
Est. Deal Value
$4.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LARIMER CAPITAL CORP
CRD
18189
SEC file #
801-29070
EIN
—
DBA names
Larimer Capital Corporation

Economics

AUM
$169.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$149.9M → $169.9M▲ +13%
Client mix
Individuals Other56
Individuals High Net Worth45

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
4 advisors → 2 advisors▼ -50%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CARMEL, ADAM MORMAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CARMEL, ADAM MORMAN
CARMEL, KATHLEEN HAWKINS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2673
Soi Zip Pct 200k Plus
0.1003
Soi Zip Returns 200k Plus
1,200
Soi Zip Total AGI
1,204,825
Fdic Zip Total Deposits
50,960,353,000
Fdic Zip Branch Count
523
Fdic Zip Top Banks
Vectra Bank Colorado, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Bank One, Denver, National AssociationDenver, CO
UMB Columbine National BankDenver, CO
Fdic Zip HHI
854.52
Fdic Zip Top Bank Share Pct
17.7
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI32,468
Returns2,620
Stub 2
AGI103,031
Returns2,740
Stub 3
AGI128,882
Returns2,090
Soi Zip Total Business Income
44,775
Soi Zip Total Cap Gains
76,362
Soi Zip Total Dividends
32,601
Soi Zip Total Returns
11,970
Top Owner CRD
1074710
Trust Company Affiliate
No

People (2)

2
CARMEL, ADAM MORMAN
IAR · Direct Owner · 87.5%
1074710
GERARD THOMAS OLOUGHLIN
IAR
806103