Colton Groome Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Asheville, NC. Its latest Form ADV filing, dated April 1, 2026, reports $725M in regulatory assets under management, 18 employees, 2 offices, and 1,096 accounts.
Assets Under Management
$725M
Employees
18
Offices
2 offices
Total Clients
362
Primary office
ASHEVILLE, NC
1127-B HENDERSONVILLE ROAD, ASHEVILLE, NC, United States
Top client segmentHNWI represent 49.7% of total clients.
Top client categories% of clientsClients
1
HNWI
49.7%
180
2
Individuals
45.9%
166
3
Corporations
1.9%
7
4
Charitable
1.7%
6
5
Pension Plans
0.8%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$725Mas of April 1, 2026
Discretionary97.6%
$707M
98% of total RAUM97.6%
Non-discretionary2.4%
$18M
2% of total RAUM2.4%
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$725M
Total Accounts1,096
10Y AUM Change+$606M (+507.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee20:1
10Y Employee Change+7 (+63.6%)
* 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.