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| Happy Holidays!! thanks for using AUM13F!! |
| Colman Knight Advisory Group LLC
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|---|---|
| CRD # | 119696 |
| SEC # | 801-61940 |
| CIK # | |
| AUM | $175.2 M (2025-02-12) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 978-371-2015 |
| Address | 530 Great Road Acton, MA 01720 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 21.5 |
| (b) Individuals (high net worth individuals) | 47 | 153.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 405 | 175.2 |
| By Discretionary | ||
| Discretionary | 49 | 34.1 |
| Non-Discretionary | 356 | 141.1 |
| Total | 405 | 175.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.0 | |
| United States Persons | 165.2 | |
| Total | 405 | 175.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital CS Group LLC
✚
|
CA | 0.2 |
|
Elevation Wealth Management LLC
✚
|
0.2 | |
|
Pilotage Private Wealth AG
✚
|
0.2 | |
|
Independent Wealth Management LLC
✚
|
MI | 0.2 |
|
Genesis Wealth Advisors LLC
✚
|
MA | 0.2 |
|
Capital Portfolio Management LLC
✚
|
KS | 0.2 |
|
CornerStone Securities LLC
✚
|
KS | 0.2 |
|
Lifegoal Wealth Advisors LLC
✚
|
0.2 | |
|
CAVU Wealth Management Inc
✚
|
CA | 0.2 |
|
Oregon Pacific Wealth Management LLC
✚
|
OR | 0.2 |