Christian
Johnson

Capital Investment Counsel, LLC

CRD#1286525
Investment Advisor
in Denver, CO

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About this Advisor

Christian Johnson is a financial advisor based in Denver, Colorado, working with Capital Investment Counsel, LLC. Christian has previously held positions at Capital Investment Counsel, Inc, United Capital Financial Advisors, Goldman Sachs Personal Financial Management, and Capital Investment Counsel, LLC. Christian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Christian is part of Capital Investment Counsel, LLC, which operates out of Denver, Colorado. The firm has 1 office and 7 employees. The firm manages assets totaling $548.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Capital Investment Counsel, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

600 N Grant Street Suite 450
Denver, CO 80203

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Capital Investment Counsel, LLC Brokerage Details

Total Assets Under Management

$548,347,659

CO Average: $2,349,664,866
Total Number of Employees

7

CO Average: 28
Total Number of Accounts

744

CO Average: 1,101
Average Account Size

$737,026

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Christian Johnson Work History

2023 - Present (1 year)

Capital Investment Counsel, LLC

2019 - 2023 (4 years)

Goldman Sachs Personal Financial Management

2015 - 2019 (4 years)

United Capital Financial Advisors

1984 - 2015 (31 years)

Capital Investment Counsel, Inc

Disclosures

Please visit the SEC profile of Christian Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Capital Investment Counsel, LLC

Jake Johnson
Denver, CO
Declan Lane
Denver, CO
Stephen Dreiling
Denver, CO
Christian Johnson
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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