Collin
Schmidt

Private Capital Management, LLC

CRD#6169644
Investment Advisor
in Denver, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Collin Schmidt is a certified financial planner who works in Denver, Colorado, with 5 years of industry experience. Schmidt works at Private Capital Management, LLC. Throughout their career, they have worked at Wagner Wealth Management and Private Capital Management. Schmidt maintains a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Arizona, California, Colorado, Florida, Illinois, Louisiana, New Jersey and Texas. Private Capital Management, LLC is a registered investment firm headquartered in Denver, CO. The investment advisory business has offices in four locations and a total of 24 employees. It manages $2 billion in assets between its 2,929 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises eight charitable organizations. Of its 2,929 customer accounts, 58% are associated with high-net-worth investors who have more than $1 million in assets. Private Capital Management, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees are based on which services the firm provides the client. However, fees charged by Private Capital Management, LLC can consist of asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

210 University Blvd. Ste 400
Denver, CO 80206

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Private Capital Management, LLC Brokerage Details

Total Assets Under Management

$1,500,563,148

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

24

CO Average: 28
Total Number of Accounts

2,929

CO Average: 1,101
Average Account Size

$512,312

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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Collin Schmidt Work History

Collin has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Private Capital Management

2011 - 2018 (7 years)

Wagner Wealth Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Collin Schmidt 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 Private Capital Management, LLC

Peter Keilman
Denver, CO
Richard Solt
Dallas, TX
Chad Murray
Denver, CO
Justin Apt
Denver, CO
Giles Fox
Denver, CO
Samuel Ogbonna
Denver, CO
Collin Schmidt
Denver, CO
Jason Alderson
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started