Unclaimed Profile

Collin James Schmidt

PRIVATE CAPITAL MANAGEMENT, LLC·DENVER, Colorado

Series 65Clean record13 years registeredPRIVATE CAPITAL MANAGEMENT, LLC

210 UNIVERSITY BLVD., DENVER, CO 80206CRD# 6169644Firm CRD# 165306

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Collin James Schmidt · DENVER, CO

Registration

CRD #6169644 · PRIVATE CAPITAL MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

CRUSONIA WEALTH ADVISORS LLC

Jun 2025 – present

PRIVATE CAPITAL MANAGEMENT, LLC

Mar 2018 – Jun 2025

DENVER, CO

WAGNER WEALTH MANAGEMENT, LLC

Apr 2013 – Mar 2018

DENVER, CO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 11, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRIVATE CAPITAL MANAGEMENT, LLC

CRD 165306 · SEC 801-77650

AUM

$1.7B

Regulatory assets under management

Employees

3,074 client accounts

Services offered by PRIVATE CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PRIVATE CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Collin James Schmidt offer?

Collin James Schmidt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DENVER, Colorado for a consultation.

What are Collin James Schmidt's credentials?

Collin James Schmidt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Collin James Schmidt located?

Collin James Schmidt is based in DENVER, Colorado, working with PRIVATE CAPITAL MANAGEMENT, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Collin James Schmidt charge for services?

Collin James Schmidt's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIVATE CAPITAL MANAGEMENT, LLC?

PRIVATE CAPITAL MANAGEMENT, LLC has approximately 26 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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