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Colton Groome Financial Advisors, LLC

● SEC registered since 2018CRD 128365SEC# 801-113274Asheville, NC
Export (members)
Reg. AUM
$444M
Employees
15
Accounts
946
Location
Asheville, NC

Colton Groome Financial Advisors, LLC assets under management

Colton Groome Financial Advisors, LLC is an investment advisory firm registered with the SEC based in Asheville, NC. The firm has been registered since 2018. It reports $444 million in regulatory assets under management and employs 15 people.
www.coltongroome.comView on SEC.gov ↗

Colton Groome Financial Advisors, LLC owners & executives

6 reported
NameTitleOwnershipSince
George Tatum Groome ControlCo-CeoUnder 5%2017
Groome Holdings, LLC. ControlOwnerOver 75%2016
Matthew Lindsay Groome ControlCo-CeoUnder 5%2017
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Frequently asked questions

How much does Colton Groome Financial Advisors, LLC manage?

Colton Groome Financial Advisors, LLC reports $444 million in regulatory assets under management on its Form ADV.

How many employees does Colton Groome Financial Advisors, LLC have?

Colton Groome Financial Advisors, LLC reports 15 employees.

Where is Colton Groome Financial Advisors, LLC located?

Colton Groome Financial Advisors, LLC is based in Asheville, NC and has been SEC-registered since 2018.

Does Colton Groome Financial Advisors, LLC disclose fund performance?

Colton Groome Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1127-B Hendersonville Road, Asheville, NC 28803
Phone828-252-1816
Fax844-442-4329
Office hours8:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1780330
Discloses disciplinary historyNo

Assets under management

Discretionary$430.2M
Non-discretionary$13.9M
Total (RAUM)$444M