Bank / Wealth / Trust

Updated:

SRS Capital Advisors

SRS Capital Advisors provides wealth management and financial planning services. The company offers customized investment platforms and wealth planning...

SRS Capital Advisors

SRS Capital Advisors provides wealth management and financial planning services. The company offers customized investment platforms and wealth planning solutions for high-net-worth families, individuals, businesses, and foundations. It was founded in 2004 in Denver, Colorado, and was acquired by Arax Investment Partners in June 2024.

General information

Firm type

Bank / Wealth / Trust

Year founded

1995

Location

Region

North America

Country

United States

City

Denver

Corporate office

Denver, CO, United States

Frequently asked questions

Who runs investment decisions at SRS Capital Advisors?

No principals, investment committee members, or key decision-makers have been identified. The firm does not maintain a public website or LinkedIn profile, and no regulatory filings naming control persons were available at the time of this profile's compilation. For an advisory platform managing an estimated $1.4 billion, this level of anonymity is unusual.

Does SRS Capital Advisors participate in fund commitments or only direct deals?

No investment activity — whether direct deals, fund commitments, co-investments, or secondary transactions — has been linked to SRS Capital Advisors in Altss research or public sources. The firm does not publicize its investment posture or strategy mix.

Profile maintained by 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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