Forms ADV and CRS
The Form ADV contains information about an investment adviser and its business operations. The document specifies the investment style, assets under management (AUM), and key officers of the firm.
Please find our Form ADV below:
Please find our Form CRS below:
Investment advisory services are offered through FirstSun Advisors, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Investments and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested. FirstSun Advisors is a wholly owned subsidiary of FirstSun Capital Bancorp.