COLORADO SPRINGS, COCRD 106490Latest ADV March 17, 2026
Corundum Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Colorado Springs, CO. Its latest Form ADV filing, dated March 17, 2026, reports $1.7B in regulatory assets under management, 12 employees, and 495 accounts.
Assets Under Management
$1.7B
Employees
12
Offices
--
Total Clients
157
Primary office
COLORADO SPRINGS, CO
1 SOUTH NEVADA, SUITE 200, COLORADO SPRINGS, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 48.4% of total clients.
Top client categories% of clientsClients
1
HNWI
48.4%
76
2
Individuals
30.6%
48
3
Pooled Investment Vehicles
11.5%
18
4
Charitable
6.4%
10
5
Corporations
3.2%
5
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 17, 2026
Discretionary99.5%
$1.7B
100% of total RAUM99.5%
Non-discretionary0.5%
$8M
0% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.7B
Total Accounts495
10Y AUM Change+$973M (+134.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee13:1
10Y Employee Change+1 (+9.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.