Colbert Investment Management Co is an SEC registered investment adviser organized as a corporation with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 18, 2026, reports $296M in regulatory assets under management, 3 employees, and 144 accounts.
Assets Under Management
$296M
Employees
3
Offices
--
Total Clients
144
Primary office
MIAMI, FL
3520 MARY STREET, SUITE 202, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 99.3% of total clients.
Top client categories% of clientsClients
1
HNWI
99.3%
143
2
Sovereign Wealth
0.7%
1
Categories with <5 clients
Sovereign wealth funds and foreign official institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$296Mas of March 18, 2026
Discretionary100.0%
$296M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$296M
Total Accounts144
10Y AUM Change+$13M (+4.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee48:1
10Y Employee Change0 (0.0%)
* 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.