AdvisorOS Directory
Claim Profile
Unclaimed Profile
MH

Matthew Charles Hicks

EXCELLERE CAPITAL MANAGEMENT LLC·DENVER, Colorado
Clean recordEXCELLERE CAPITAL MANAGEMENT LLC
3033 EAST FIRST AVENUE, DENVER, CO 80206CRD# 3048293Firm CRD# 142904

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Charles Hicks · DENVER, CO
Registration
CRD #3048293 · EXCELLERE CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Charles Hicks is a registered financial advisor based in DENVER, Colorado, affiliated with EXCELLERE CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

Speak with Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Matthew is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
EXCELLERE CAPITAL MANAGEMENT LLC
EXCELLERE PARTNERS
AUM
$2.1B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at EXCELLERE CAPITAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: TRANSACTION,MONITORING, CLOSING, ACQUISITION FEES
Regulatory
SEC/IARD CRD# 3048293
Firm CRD# 142904
View on FINRA BrokerCheck →

Looking for a financial advisor in DENVER?

Browse all registered financial advisors in DENVER, Colorado or claim this profile if it's yours.

Browse DENVER AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Matthew Charles Hicks offer?
Matthew Charles Hicks specializes in Retirement Planning. Contact their office in DENVER, Colorado for a consultation.
What are Matthew Charles Hicks's credentials?
Matthew Charles Hicks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Charles Hicks located?
Matthew Charles Hicks is based in DENVER, Colorado, working with EXCELLERE CAPITAL MANAGEMENT LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Matthew Charles Hicks charge for services?
Matthew Charles Hicks's firm is compensated through percentage of aum, performance-based fees, other: transaction,monitoring, closing, acquisition fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EXCELLERE CAPITAL MANAGEMENT LLC?
EXCELLERE CAPITAL MANAGEMENT LLC has approximately 25 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at EXCELLERE CAPITAL MANAGEMENT LLC

Christopher Ryan Glaws
DENVER, CO
David Lawrence Kessenich
DENVER, CO
Jacqueline Cheryl Vedra
DENVER, CO
Mark Edward Sparrow
DENVER, CO
Bradford Joseph Cornell
DENVER, CO
Michael David Donald Geldart
DENVER, CO

More Advisors in DENVER, Colorado

Brent Gregory Gray
NCP CAPITAL MANAGEMENT, LLC·DENVER, CO
Thomas John Meyer
CURIAN CAPITAL, LLC·DENVER, CO
Charles Clarence Hibben
VERDEAM, LLC·DENVER, CO
Larry Allen Lance
EVERWEST ADVISORS LLC·DENVER, CO
Gregory Michael Prusa
SALUS, LP·DENVER, CO
David Scott Gibler
NCP CAPITAL MANAGEMENT, LLC·DENVER, CO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Colorado
GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)ENGLEWOOD (66)LITTLETON (58)FORT COLLINS (38)LONE TREE (33)MONUMENT (27)ASPEN (27)
City Guides
GREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
Request removal of this profile