Cole Christopher Fritz

Employer firm

Steward Advisors Group, LLC CRD 321846

$105M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → 08/2017
  Sonrise Mountain Ranch
  Cimarron, CO
• 10/2017 → 01/2019
  The Lion Project
  Denver, CO
• 01/2019 → 06/2019
  Lion Media Group
  Denver, CO
• 06/2019 → 01/2021
  Crosspurpose
  Denver, CO
• 01/2021 → 02/2023
  Crosspurpose
  Denver, CO
• 02/2023 → 07/2025
  Crosspurpose
  Denver, CO
• 09/2025 → Present
  Steward Advisor Group
  Clifton Park, NY
• 08/2013 → 05/2017
  Wheaton College
  Wheaton, IL

Other Businesses

1. CrossPurpose 2. No 3. 3050 Richard Allen Ct. Denver CO 80205 4. Nonprofit 5. Independent Contractor 6. July 29, 2025 7. 4 hours/month 8. Ad hoc requests related to technology, data management, IT, and project management

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-18

Other Names

• Cole Fritz