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COLMAN KNIGHT ADVISORY GROUP, LLC
CRD 119696 · SEC 801-61940
530 GREAT ROAD, ACTON, MA, 01720, United States
Phone
978-371-2015
Fax
978-369-1504
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$187.7M
Discretionary AUM
$166.6M
Team
8 total employees; 4 advisory reps; 6 broker-dealer reps
Clients
101-250
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 71 | $24.1M |
| High net worth individuals | 51 | $160.7M |
| Pension/profit sharing plans | 1 | $212K |
| Charitable organizations | 1 | $2.5M |
| Corporations/business entities | 3 | $138K |
States served
ME, MD, MA, NY, SC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD