Colman Knight Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Acton, MA. Its latest Form ADV filing, dated April 22, 2026, reports $188M in regulatory assets under management, 8 employees, 3 offices, and 441 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.9% of total clients.
Top client categories% of clientsClients
1
Individuals
55.9%
71
2
HNWI
40.2%
51
3
Corporations
2.4%
3
4
Pension Plans
0.8%
1
5
Charitable
0.8%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$188Mas of April 22, 2026
Discretionary88.8%
$167M
89% of total RAUM88.8%
Non-discretionary11.2%
$21M
11% of total RAUM11.2%
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$188M
Total Accounts441
10Y AUM Change+$82M (+77.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee16:1
10Y Employee Change+4 (+100.0%)
* 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.