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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bancolombia Capital Advisers LLC
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| CRD # | 317663 |
| SEC # | 801-123719 |
| CIK # | |
| AUM | $243.4 M (2025-07-21) |
| Employees | 7 (57% Investors, 100% Brokers) |
| Phone | 786-551-9122 |
| Address | 1221 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 31.9 |
| (b) Individuals (high net worth individuals) | 7 | 4.6 |
| (c) Banking or thrift institutions | 1 | 75.3 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 7.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 118 | 124.2 |
| (n) Other | 0 | 0.0 |
| Total | 263 | 243.4 |
| By Discretionary | ||
| Discretionary | 249 | 118.3 |
| Non-Discretionary | 14 | 125.1 |
| Total | 263 | 243.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 236.1 | |
| United States Persons | 7.3 | |
| Total | 263 | 243.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
McBrearty Capital Management Inc
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|
TN | 0.2 |
|
Churchill Financial Advisors LLC
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|
KY | 0.2 |
|
Spectra Investment Management LLC
✚
|
FL | 0.2 |
|
Capital Financial Planners LLC
✚
|
OR | 0.2 |
|
PFC Capital Group Inc
✚
|
CA | 0.2 |
|
Vestment Financial LLC
✚
|
MN | 0.2 |
|
McNaughton Wealth Management LLC
✚
|
CA | 0.2 |
|
Doceo Wealth LLC
✚
|
ID | 0.2 |
|
Lederer & Associates Investment Counsel
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|
CA | 0.2 |
|
Successful Portfolios LLC
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|
FL | 0.2 |