Mcia Inc.
Mountain Capital Investment Advisors Inc (MCIA Inc) is a registered investment adviser headquartered in Westminster, Colorado. The firm was founded in 2017 and manages investments primarily for individuals, families, and institutions. As of 2025, it has approximately 10-20 employees and oversees over $520 million in assets under management. MCIA specializes in providing personalized portfolio management and financial advisory services.
Investment Strategy
Mountain Capital Investment Advisors applies a diversified investment approach, constructing portfolios across a range of asset classes including equity and fixed income securities, often utilizing exchange-traded funds (ETFs) for efficient exposure. The firm employs a combination of fundamental and quantitative analysis to tailor strategies for client objectives, risk tolerance, and market outlook. Its 13F filings indicate a focus on broad-based index funds and both domestic and international equities.
Top Holdings
Equity Positions (73)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | VANGUARD INDEX FDS | 24.13% | $125.6M | 703,338 | $155.81 | $176.74 | +$5.3M |
V VUG | VANGUARD INDEX FDS | 23.84% | $124.1M | 285,908 | $308.65 | $438.40 | +$26.0M |
V VEA | VANGUARD TAX-MANAGED FDS | 15.85% | $82.5M | 1,447,923 | $53.54 | $57.01 | +$44.4M |
E EQL | ALPS ETF TR | 7.88% | $41.0M | 929,537 | $14.00 | $43.85 | -$2.7M |
H HTRB | HARTFORD FDS EXCHANGE TRADED | 7.18% | $37.4M | 1,103,642 | $34.82 | $33.87 | +$4.3M |