# Mullins Investment Management

Mullins Investment Management is a Bank / Wealth / Trust based in Denver, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Denver, United States
- **Region:** North America
- **Address:** Denver, CO, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** mullins-inv-mgmt.com
- **LinkedIn:** linkedin.com/company/mullins-investment-management

## Regulatory record

- **Reports private funds:** No

## About

Founded in 2000 and based in Denver, Mullins Investment Management operates as a registered investment advisor focused on private wealth. The practice integrates investment management with comprehensive financial planning, a model common among boutique RIAs serving concentrated wealth in the Mountain West. The firm advises high-net-worth individuals, structuring portfolios across public equities, fixed income, and alternative strategies to align with long-term estate and tax objectives. Mullins deploys capital primarily through individually managed accounts, tailoring allocations to client liquidity needs and intergenerational transfer goals. The firm constructs portfolios drawing on public equities, municipal and corporate fixed income, and select alternative exposures, including private real estate and private credit vehicles. While specific portfolio names are not publicly disclosed, the approach reflects a classic multi-asset wealth preservation framework designed for taxable investors. Geographic focus centers on US markets, with fixed-income sleeves often emphasizing Colorado and regional municipal bonds for tax efficiency. The firm's scale remains private — no AUM, team headcount, or deployment figures are publicly reported. Its Denver headquarters anchors the practice, with no additional offices disclosed. Mullins does not operate a philanthropic foundation, club-deal platform, or separate venture arm under public record. September 2023: The firm maintained its registration with the SEC as a Colorado-based RIA, continuing to service individual and high-net-worth client accounts under its existing Form ADV filing. Mullins distinguishes itself through the integration of investment management with in-house financial planning — a structural choice that embeds asset allocation within a broader wealth advisory framework. For a regional RIA, this model creates stickier client relationships than a standalone investment manager, though it imposes a ceiling on scalability absent a multi-advisor partnership structure.

## Questions

### What investment stages or asset classes does Mullins typically target?

Mullins allocates across public equities, fixed income, and select alternative asset classes including private real estate and private credit. The firm does not publicly identify a venture capital or early-stage investment mandate. Portfolio construction is driven by wealth preservation and tax efficiency for individual clients.

### How does Mullins handle tax-sensitive investing for high-net-worth clients?

As an integrated wealth management practice, Mullins embeds tax strategy directly into portfolio construction. The firm's Colorado base and regional municipal bond emphasis reflect a deliberate focus on after-tax returns. This includes asset location across taxable and tax-advantaged accounts, though specific strategies are client-specific and not publicly detailed.

## Related profiles

- [Mullaney Keating & Wright](https://altss.com/profile/mullaney-keating-wright)
- [Mullooly Wealth Planning](https://altss.com/profile/mullooly-wealth-planning)

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Last updated: 2026-06-03T20:00:00.000Z

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