Cory R. Neumiller

FIDUCIARY CAPITAL MANAGEMENT

Englewood, CO

CRD#: 2582835

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Professional summary

Cory Reid Neumiller is a registered financial advisor currently at FIDUCIARY CAPITAL MANAGEMENT LLC located in Englewood, Colorado.

Cory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Cory has worked at 15 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cory Reid Neumiller's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 1, 2026 - Present

FIDUCIARY CAPITAL MANAGEMENT LLC

RIA

CRD#: 340618

Englewood, CO

Past

September 12, 2025 - May 6, 2026

BONFIRE FINANCIAL, LLC

RIA

CRD#: 288522

COLORADO SPRINGS, CO

Past

June 16, 2020 - September 8, 2025

IPI WEALTH MANAGEMENT, INC.

RIA

CRD#: 111872

Englewood, CO

Past

May 7, 2020 - September 8, 2025

INVESTMENT PLANNERS, INC.

CRD#: 18557

Englewood, CO

Past

May 30, 2019 - May 11, 2020

CABIN SECURITIES, INC.

CRD#: 137608

OVERLAND PARK, KS

Past

May 17, 2012 - April 6, 2017

CAPITAL FINANCIAL SERVICES, INC.

CRD#: 8408

MINOT, ND

Past

August 31, 2010 - March 14, 2012

ALLIANZ LIFE FINANCIAL SERVICES, LLC

CRD#: 612

HUNTINGTON BEACH, CA

Past

March 3, 2010 - September 3, 2010

QUESTAR CAPITAL CORPORATION

CRD#: 43100

HUNTINGTON BEACH, CA

Past

December 2, 2008 - October 28, 2009

EMERALD VENTURES, LLC

CRD#: 141966

SAN ANTONIO, TX

Past

August 15, 2007 - January 7, 2009

RMC CAPITAL MARKETS GROUP, INC

CRD#: 139643

DALLAS, TX

Past

June 20, 2006 - May 4, 2007

GRUBB & ELLIS SECURITIES, INC.

CRD#: 17932

SANTA ANA, CA

Past

February 28, 2001 - June 20, 2006

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

Past

February 22, 1999 - February 20, 2001

MARQUETTE FINANCIAL GROUP, INC.

CRD#: 345

MINNEAPOLIS, MN

Past

March 23, 1995 - February 23, 1999

INVESTMENT CENTERS OF AMERICA, INC.

CRD#: 16443

APPLETON, WI

Past

March 3, 1995 - April 18, 1995

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(6/1/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/15/2020

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/4/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 4/6/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/10/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/4/1995

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/2/2023

General Securities Principal Examination

Current Firm

FIDUCIARY CAPITAL MANAGEMENT LLC

FIDUCIARY CAPITAL MANAGEMENT LLC | FIDUCIARY CM

CRD#: 340618 / SEC#: 801-135523

RIA

Registered Investment Advisory firm - (3/12/2026 120-Day Approval)

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Contact information

Main Address

1621 Central Ave, Cheyenne, WY 82001

Mailing Address

Phone number

(503) 515-1313

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDUCIARY CAPITAL MANAGEMENT LLC (2/8/2026)

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 5,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Cory R. Neumiller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cory Reid Neumiller's CRS (Customer Relationship Summary).

Certified licenses

Experience

BONFIRE FINANCIAL, LLC

IPI WEALTH MANAGEMENT, INC.

INVESTMENT PLANNERS, INC.

CABIN SECURITIES, INC.

CAPITAL FINANCIAL SERVICES, INC.

ALLIANZ LIFE FINANCIAL SERVICES, LLC

QUESTAR CAPITAL CORPORATION

EMERALD VENTURES, LLC

RMC CAPITAL MARKETS GROUP, INC

GRUBB & ELLIS SECURITIES, INC.

USALLIANZ SECURITIES, INC.

MARQUETTE FINANCIAL GROUP, INC.

INVESTMENT CENTERS OF AMERICA, INC.

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/15/2020

Series 63

Date: 2/4/1995

Series 7TO

Date: 1/2/2023

Series 6TO

Date: 1/2/2023

SIE

Date: 4/6/2017

Series 7

Date: 4/10/1995

Series 6

Date: 2/4/1995

Series 24

Date: 1/2/2023

Current Firm

FIDUCIARY CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIDUCIARY CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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