Trilogy Capital acquired Mountain Capital Investment Advisors, an independent registered investment advisor based in Westminster, Colorado, with more than $1 billion in total client assets.
The transaction represents Trilogy’s largest acquisition of 2026 and expands the wealth management firm to 11 office locations, including two in Colorado.
Mountain Capital has operated independently for approximately 15 years after being founded in 2011 by U.S. Marine Corps veteran and former airline pilot Brandt Burns.
The firm serves individuals, families, and small businesses, with a particular specialization in financial planning for aviation professionals.
Its team includes current and former pilots, airline executives, and other aviation industry professionals who provide financial guidance informed by their industry experience.
Mountain Capital will retain its existing brand, leadership team, advisors, and employees following the transaction.
The company also provides tax preparation and consulting services, including specialized interview preparation for pilots and aviation professionals.
That service was pioneered by Mountain Capital co-founder Michelle Burns, who previously spent 14 years as a senior manager at United Airlines.
Mountain Capital’s tax and consulting capabilities will be combined with services available through Trilogy Tax & Consulting.
Trilogy plans to provide Mountain Capital with additional investment resources, wealth-planning capabilities, technology, operational support, and advisor-development infrastructure.
Trilogy was founded in 1999 and became an SEC-registered RIA in 2016. The broader organization has more than $5 billion in advisory and brokerage assets.
KEY QUOTES:
“Mountain Capital is a perfect fit for Trilogy and demonstrates our commitment to intelligent inorganic growth. Mountain Capital shares our commitment to long-term client relationships, fiduciary advice, and thoughtful financial planning, so the cultural fit is exceptional.”
Jeff Motske, Co-Founder, President and CEO of Trilogy
“Partnering with Trilogy allows us to maintain our firm’s personalized service and expertise, while enhancing additional offerings that matter most to our clients. We will retain our brand and unique position in the marketplace and our leadership team, advisors and staff will remain intact, so client disruption should be minimal. This important move for our firm will not replace what we’ve built. It will strengthen it.”
Brandt Burns, Founder and CEO of Mountain Capital
“Trilogy is well positioned to help accelerate Mountain Capital’s growth and provide the resources, freedom and flexibility to build on their past success.”
Jason Inglis, Chief Development Officer of Trilogy
