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Trilogy Capital, the wealth management firm headquartered in Irvine, California, announced the acquisition of Westminster, Colorado-based Mountain Capital. Mountain Capital had over $1 billion in total client assets. The acquisition represents Trilogy’s largest deal of the year and its second Colorado location.
“Mountain Capital is a perfect fit for Trilogy and demonstrates our commitment to intelligent inorganic growth,” said Jeff Motske, Co-Founder, President and CEO of Trilogy. “Mountain Capital shares our commitment to long-term client relationships, fiduciary advice, and thoughtful financial planning, so the cultural fit is exceptional. We are very excited to be able to attract high-caliber people to Trilogy.”
Mountain Capital was founded in 2011 by U.S. Marine Corps veteran and former airline pilot Brandt Burns, its CEO. The firm serves individuals, families and small businesses, with a focus on aviation professionals. Its advisors include current and former pilots, airline leaders and other industry experts. Trilogy said the advisors’ aviation experience informs the financial guidance they provide.
According to Trilogy, Mountain Capital will retain its brand, leadership team, advisors and staff, and client disruption should be minimal.
“Partnering with Trilogy allows us to maintain our firm’s personalized service and expertise, while enhancing additional offerings that matter most to our clients,” said Burns. “This important move for our firm will not replace what we’ve built. It will strengthen it.”
In addition to financial planning and investment management services, Mountain Capital offers tax preparation and consulting services…click here to read more.
Private equity-backed hybrid RIA Trilogy Financial Services has acquired a $1bn shop with a niche serving pilots and aviation professionals.
Trilogy said Thursday it has snapped up Mountain Capital Investment Advisors, located in Westminster in Colorado’s Denver-Boulder corridor. The terms of the transaction, which marks Irvine, Calif.-based Trilogy’s largest acquisition of the year, were not disclosed.
Mountain Capital is led by chief executive Brandt Burns and vice president Michelle Burns, a husband-and-wife duo who co-founded the firm in 2011 alongside founder emeritus Robert Loesch. Brandt Burns is a US Marine Corps veteran who previously worked as an advisor with Morgan Stanley Smith Barney for more than a decade. Before that, he was a commercial pilot at the now-defunct regional airline Atlantic Coast Airlines (later known as Independence Air). Michelle Burns worked for United Airlines for 14 years.
The firm provides financial planning to individual, family and small business clients with a focus on people involved in the aviation industry. It also offers tax preparation services and consulting services for pilots and airline professionals.
Brandt Burns stated that the deal allows Mountain Capital to retain its brand, leadership team, advisors and staff. The company will become Trilogy’s eleventh office and second location in Colorado.
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Trilogy Capital said it has made its largest acquisition of the year with the addition of Mountain Capital Investment Advisors.
Founded in 2011 by United States Marine Corps Veteran and former airline pilot Brandt Burns, Westminster, Colo.-based Mountain Capital serves individual, family and small business clients, with a focus on aviation professionals, according to Trilogy.
Mountain Capital's advisors, some of whom are former pilots and other aviation industry professionals, manage more than $1 billion.
In addition to investment and wealth management advice, the practice offers tax preparation and consulting services, including interview preparation for pilots and other aviation professionals, a service spearheaded by co-founder Michelle Burns, who had worked as a senior manager at United Airlines for 14 years, Trilogy said.
These services will be folded into Trilogy Tax & Consulting.
Financial terms of the deal weren't disclosed.
The addition of Mountain Capital marks Trilogy's 11th location in Colorado, according to the firm.
Founded in 1999 and led by co-founder, President and CEO Jeff Motske, Irvine, Calif.-based Trilogy oversees more than $5 billion in advisory and brokerage assets from 10 regional offices, the company said.
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….read more.
