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Risemint Capital Advisors
Risemint Capital Advisors is a fee-only fiduciary firm founded in 2017 in Evergreen, Colorado. It provides wealth management and financial planning services,...
Risemint Capital Advisors
Risemint Capital Advisors is a fee-only fiduciary firm founded in 2017 in Evergreen, Colorado. It provides wealth management and financial planning services, including investment management, retirement planning, tax planning, and 401(k) plan administration. Risemint Capital Advisors serves individuals and businesses, acquired by Fortis Capital Advisors in August 2025.
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Evergreen
Corporate office
Evergreen, CO, United States
Frequently asked questions
What distinguishes a trust-company-affiliated RIA from a standard registered investment adviser?
Risemint's affiliation with trust services means the firm can serve as corporate trustee, executor, or guardian — roles requiring a state or federal trust charter. Standard RIAs manage investments but generally cannot hold legal title to trust assets or administer estates. This dual capability creates a bundled offering where a single institution handles both the investment policy and the fiduciary administration of a family's wealth across generations.
Does Risemint Capital Advisors manage institutional capital or serve only private clients?
Based on its registration structure and location, Risemint appears to serve private wealth — high-net-worth individuals, families, trusts, and estates. There is no public record of institutional separate accounts, fund vehicles, or consultant-database coverage suggesting it markets to pensions, endowments, or sovereign allocators.
How does a Colorado-based trust company source new client relationships?
Firms like Risemint typically rely on professional referral networks — estate planning attorneys, CPAs, and local private banks in the Denver-Boulder-Evergreen corridor. Community-rooted trust companies often build multi-generational client books where the corporate trustee role passes from parents to children, generating organic growth without formal marketing or institutional fundraising.
Is Risemint Capital Advisors part of a larger bank holding company or financial group?
No parent company or holding group is publicly disclosed. The name 'Risemint' does not appear in SEC filings identifying a consolidating parent. It likely operates as a privately held, independently owned firm — a common structure for Colorado trust companies that emerged from community banking roots.
What regulatory framework applies to a firm that is both an RIA and a trust company?
The RIA side is regulated by the SEC or Colorado Division of Securities depending on AUM thresholds, while trust-company powers are governed by the Colorado Division of Banking under state trust law. The trust side faces separate capital, audit, and fiduciary duty requirements designed to protect trust beneficiaries — a layer of oversight beyond standard RIA compliance.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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