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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Colton Groome Financial Advisors LLC
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|---|---|
| CRD # | 128365 |
| SEC # | 801-113274 |
| CIK # | 0001780330 |
| AUM | $444.0 M (2025-03-24) |
| Employees | 15 (60% Investors, 27% Brokers) |
| Phone | 828-252-1816 |
| Address | 1127B Hendersonville Road Asheville, NC 28803 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Perth MINT Physical Gold ETF | 8.2 | ||
| Microsoft Corp | 6.9 | ||
| Apple Inc | 5.5 | ||
| Broadcom Inc | 4.8 | ||
| Global MOFY Metaverse Ltd | 3.0 | ||
| VISA Inc | 2.7 | ||
| KLA Tencor Corp | 2.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 145 | 34.6 |
| (b) Individuals (high net worth individuals) | 165 | 355.8 |
| (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 | 2 | 19.0 |
| (h) Charitable organizations | 6 | 31.2 |
| (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 | 7 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 946 | 444.0 |
| By Discretionary | ||
| Discretionary | 892 | 430.2 |
| Non-Discretionary | 54 | 13.9 |
| Total | 946 | 444.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 444.0 | |
| Total | 946 | 444.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001780330] |
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|---|---|---|
|
Schmidt Financial Management Inc
✚
|
WA | 0.4 |
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Shorehaven Wealth Partners LLC
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NJ | 0.4 |
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Bluesphere Advisors LLC
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PA | 0.4 |
|
BCGM Wealth Management LLC
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IN | 0.4 |
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Weinberger Asset Management Inc
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CA | 0.4 |
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James R Martin Consulting Inc DBA JRM Capital Management
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WA | 0.4 |
|
NorthStar Financial Companies Inc
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PA | 0.4 |
|
Humankind Investments LLC
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|
NY | 0.4 |
|
Rench Wealth Management Inc
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TX | 0.4 |
|
Avaii Wealth Management LLC
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WI | 0.4 |