Larimer Capital Corporation

Larimer Capital Corporation is a financial advisory firm founded in 1986 by Adam M. Carmel, offering services to individuals who control their own privately-held businesses. The firm provides fee-based financial planning services, including investment management accounts, financial planning, and 401k services through the Pontera platform. Clients can have discretionary or non-discretionary accounts, with fees ranging from 0.75% to 2.00% based on assets under management. The firm manages over $156 million in client assets as of 12/31/2024. Investment strategies include long-term and short-term purchases, with analysis methods such as fundamental and quantitative analysis. Larimer Capital Corporation does not charge performance-based fees and does not have side-by-side management arrangements. The firm serves individuals, high net-worth individuals, families, trusts, estates, business entities, pension and profit-sharing plans, and charitable organizations. The firm does not engage in principal transactions or agency cross transactions. Clients have the option to custody assets with Charles Schwab & Co., Inc. The firm does not vote proxies on behalf of clients and does not have custody of client accounts. Larimer Capital Corporation has no financial conditions that would impair its ability to meet contractual obligations. The firm's Code of Ethics ensures high ethical standards and compliance with securities laws.