MINOT CAPITAL, LP

BROOMFIELD, Colorado·5 registered advisors·CRD# 126668

SEC# 801-737740720-465-9200

01

Firm Overview

AUM

$2.1B

Regulatory assets under management

Employees

9

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Selection of other advisers

Compensation

Percentage of AUM

03

Specialties

Wealth Management Fee-Only Advisory

04

Advisors at MINOT CAPITAL, LP

5 registered advisors

Allan Richard White

BROOMFIELD, Colorado

Annette F Hopper

BROOMFIELD, Colorado

Kevin Lee Risen

BROOMFIELD, Colorado

Rebecca Benton White

BOULDER, Colorado

Scott Richard Smith

BROOMFIELD, Colorado

05

Office Locations

BROOMFIELD, Colorado

BOULDER, Colorado

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Data sourced from SEC Form ADV filings. MINOT CAPITAL, LP (CRD# 126668) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.