Collie Financial Planning, Inc.
● SEC registered since 2022CRD 134884SEC# 801-123192Black Mountain, NC
Reg. AUM
$162.9M
Employees
2
Accounts
732
Location
Black Mountain, NC
Collie Financial Planning, Inc. assets under management
Collie Financial Planning, Inc. is an SEC-registered investment adviser based in Black Mountain, NC. The firm has been registered since 2022. It reports $162.9 million in regulatory assets under management and employs 2 people.
Collie Financial Planning, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Reid Collie Control | President/Chief Compliance Officer | Over 75% | 2005 |
Frequently asked questions
How much does Collie Financial Planning, Inc. manage?
Collie Financial Planning, Inc. reports $162.9 million in regulatory assets under management on its Form ADV.
How many employees does Collie Financial Planning, Inc. have?
Collie Financial Planning, Inc. reports 2 employees.
Where is Collie Financial Planning, Inc. located?
Collie Financial Planning, Inc. is based in Black Mountain, NC and has been SEC-registered since 2022.
Does Collie Financial Planning, Inc. disclose fund performance?
Collie Financial Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 Midland Ave, Black Mountain, NC 28711 |
| Phone | 828-654-8830 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$162.9M▲ 12%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$162.9Mregulatory AUM
Discretionary $162.9M