PRESS RELEASE
Mountain Capital Surpasses $1 Billion in AUM as Firm Marks 15 Years Serving the Aviation Community
Mountain Capital Investment Advisors, an independent wealth management firm specializing in serving airline professionals, today announced it has surpassed $1 billion in assets under management (AUM), as the firm approaches its 15th anniversary on May 16th.
Founded in 2011 by former Marine and airline pilot Brandt Burns, Mountain Capital was built on a simple premise: advisors with firsthand industry experience are best positioned to guide aviation professionals through the financial complexities of their careers. Today, the firm’s team, comprising, in part, former pilots and airline leaders, including Michelle Burns, a former pilot and airline senior manager, continues to deliver highly specialized financial guidance rooted in real-world experience.
Over the past 15 years, Mountain Capital has grown entirely organically, building long-term relationships with airline professionals across all stages of their careers from early tenure through retirement and beyond. The firm now serves clients across a broad spectrum of the aviation industry, including regional, ultra-low-cost, legacy, and cargo carriers.
“Crossing $1 billion in AUM as we approach our 15th anniversary is an incredible milestone for our firm,” said Brandt Burns, co-founder of Mountain Capital. “From the beginning, our focus has been on serving the aviation community with advice grounded in experience and trust. Our growth reflects the strength of those relationships and the unique connection we have with our clients.”
With offices in Denver, Minneapolis, San Francisco, and Los Angeles, Mountain Capital has established itself as a leading financial and tax advisor to airline professionals nationwide. Since partnering with Merchant in 2021, the firm has expanded its access to strategic resources and infrastructure, while maintaining its independence and commitment to client service.
“Mountain Capital has built something truly differentiated by aligning deep industry experience with a disciplined, relationship-driven approach to growth,” said David Mrazik, Co-Founder and Managing Partner at Merchant. “Their ability to scale organically while staying focused on a clearly defined client base is a testament to the strength of their model. We’re proud to support their continued evolution as they enter their next phase of growth.”
As the firm looks ahead, Mountain Capital remains focused on expanding its reach within the aviation community, enhancing its service offerings, and continuing to deliver personalized financial guidance tailored to the unique demands of airline careers.
