Colbert Investment Management Co
Colbert Investment Management Co is an SEC-registered wealth manager in Miami, FL with $295.8M assets under management (AUM, regulatory AUM), +54% over one year. See who owns Colbert Investment Management Co: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108642, SEC 801-54716, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $295.8M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Miami, FL
- Employees
- 3
- Clients
- 143
- CRD
- 108642
- Ownership
- ARMAND, KARIM
How much AUM does Colbert Investment Management Co have?
Colbert Investment Management Co reported $295.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Colbert Investment Management Co?
Disclosed owners and executives of Colbert Investment Management Co include ARMAND, KARIM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.