|
⚲
|
| Keyboard |
| Colton Groome Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 128365 |
| SEC # | 801-113274 |
| CIK # | 0001780330 |
| AUM | 724.9 M (2026-04-01) |
| Employees | 18 (67% Investors, 28% Brokers) |
| Fees | |
| Minimum | |
| 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 | 14.2 | ||
| Apple Inc | 7.4 | ||
| Microsoft Corp | 6.3 | ||
| Broadcom Inc | 4.5 | ||
| Alphabet Inc | 3.3 | ||
| Global MOFY Metaverse Ltd | 3.2 | ||
| KLA Tencor Corp | 3.1 | ||
| Visa Inc | 2.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 166 | 45.7 |
| (b) Individuals (high net worth individuals) | 180 | 610.2 |
| (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 | 3 | 28.0 |
| (h) Charitable organizations | 6 | 35.3 |
| (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 | 7 | 5.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,096 | 724.9 |
| By Discretionary | ||
| Discretionary | 1,041 | 707.2 |
| Non-Discretionary | 55 | 17.7 |
| Total | 1,096 | 724.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 724.9 | |
| Total | 1,096 | 724.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001780330] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 101 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Silver Heights Capital Management Inc
✚
|
727.1 M | |
|
Virtus Family Office LLC
✚
|
TX | 726.9 M |
|
Smith & Howard Wealth Management LLC
✚
|
GA | 726.9 M |
|
Woodstock Wealth Management Inc
✚
|
GA | 726.6 M |
|
Renaissance Investment Group LLC
✚
|
MA | 726.1 M |
|
Bright Financial Advisors Inc
✚
|
MI | 725.5 M |
|
The Patten Group Inc
✚
|
TN | 725.1 M |
|
Parker Investment Management LLC
✚
|
725.1 M | |
|
Wealthstar Advisors LLC
✚
|
TX | 723.6 M |
|
CORA Capital Advisors LLC
✚
|
NJ | 722.9 M |