|
⚲
|
| 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 ($M) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (4/1/2026) [Brochure] |
|---|
Item 7 - Types of Clients CGFA serves individuals, high net worth individuals, retirement plans (including defined contribution plans, 401(k) plans, 403(b) plans, 457 plans and profit sharing plans) and their participants, charitable organizations, trusts, estates, endowments, foundations, corporations and other business entities. |
| Sector | Form 13F Holdings | Value ($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 |