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| Colton Groome Financial Advisors LLC
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|---|---|
| CRD # | 128365 |
| SEC # | 801-113274 |
| CIK # | 0001780330 |
| AUM | $350.8 MM (2024-08-28) |
| Employees | 15 (60% Investors, 27% Brokers) |
| Phone | 828-252-1816 |
| Address | 1127B Hendersonville Road Asheville, NC 28803 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 6.6 | |
| AAPL | 2,382,844.0 | 6.4 | |
| AVGO | 201,282.9 | 3.1 | |
| KLAC | 49,261.0 | 2.2 | |
| V | 419,260.5 | 2.2 | |
| SPEM | 2.1 | ||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 40.4 |
| (b) Individuals (high net worth individuals) | 138 | 281.1 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 5 | 27.2 |
| (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 | 4 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 843 | 350.8 |
| By Discretionary | ||
| Discretionary | 797 | 339.7 |
| Non-Discretionary | 46 | 11.2 |
| Total | 843 | 350.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 350.8 | |
| Total | 843 | 350.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001780330] |
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|---|---|---|
|
Absolute Capital Management LLC
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|
PA | 0.4 |
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Silver Oak Advisory Group Inc
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OR | 0.4 |
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Moseley Investment Management Inc
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FL | 0.4 |
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Portfolio Advisory Council LLC
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TX | 0.4 |
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NH | 0.4 |
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Biltmore Wealth Management LLC
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AZ | 0.4 |
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Eight 31 Financial LLC
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TX | 0.4 |
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Encompass Wealth Advisors LLC
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OR | 0.4 |
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Mayport LLC
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MA | 0.4 |
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BR Capital Advisors LLC
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FL | 0.4 |