Colton Groome Financial Advisors, LLC
● SEC registered since 2018CRD 128365SEC# 801-113274Asheville, NC
Reg. AUM
$724.9M
Employees
18
Accounts
1,096
Location
Asheville, NC
Colton Groome Financial Advisors, LLC assets under management
Colton Groome Financial Advisors, LLC is an investment advisory firm registered with the SEC based in Asheville, NC. The firm has been registered since 2018. It reports $724.9 million in regulatory assets under management and employs 18 people.
Colton Groome Financial Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George Tatum Groome Control | Co-Ceo | Under 5% | 2017 |
| Groome Holdings, LLC. Control | Owner | Over 75% | 2016 |
| Matthew Lindsay Groome Control | Co-Ceo | Under 5% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Colton Groome Financial Advisors, LLC manage?
Colton Groome Financial Advisors, LLC reports $724.9 million in regulatory assets under management on its Form ADV.
How many employees does Colton Groome Financial Advisors, LLC have?
Colton Groome Financial Advisors, LLC reports 18 employees.
Where is Colton Groome Financial Advisors, LLC located?
Colton Groome Financial Advisors, LLC is based in Asheville, NC and has been SEC-registered since 2018.
Does Colton Groome Financial Advisors, LLC disclose fund performance?
Colton Groome Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1127-B Hendersonville Road, Asheville, NC 28803 |
| Phone | 828-252-1816 |
| Fax | 844-442-4329 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1780330 |
| Discloses disciplinary history | No |
Regulatory AUM
$724.9M▲ 63%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$724.9Mregulatory AUM
Discretionary $707.2MNon-discretionary $17.7M