Mccollum Christoferson Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Amherst, NY. Its latest Form ADV filing, dated March 23, 2026, reports $416M in regulatory assets under management, 6 employees, and 815 accounts.
Assets Under Management
$416M
Employees
6
Offices
--
Total Clients
350
Primary office
AMHERST, NY
500 CORPORATE PARKWAY, SUITE 210, AMHERST, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.9% of total clients.
Top client categories% of clientsClients
1
Individuals
60.9%
213
2
HNWI
35.4%
124
3
Charitable
2.6%
9
4
Pension Plans
0.6%
2
5
Corporations
0.6%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$416Mas of March 23, 2026
Discretionary100.0%
$416M
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.
Total AUM$416M
Total Accounts815
10Y AUM Change+$151M (+56.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee58:1
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.