Colton Groome Financial Advisors, LLC
Colton Groome Financial Advisors, LLC is an SEC-registered wealth manager in Asheville, NC with $724.9M assets under management (AUM, regulatory AUM), +63% over one year. See who owns Colton Groome Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 128365, SEC 801-113274, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $724.9M (2026-04-01)
- Firm type
- Wealth Manager
- Location
- Asheville, NC
- Employees
- 18
- Clients
- 362
- CRD
- 128365
- Ownership
- LARSEN, COLIN, SVEND; GROOME, GEORGE, TATUM; GROOME HOLDINGS, LLC.; GROOME, GEORGE, MORROW; GROOME, MATTHEW, LINDSAY
How much AUM does Colton Groome Financial Advisors, LLC have?
Colton Groome Financial Advisors, LLC reported $724.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Colton Groome Financial Advisors, LLC?
Disclosed owners and executives of Colton Groome Financial Advisors, LLC include LARSEN, COLIN, SVEND, GROOME, GEORGE, TATUM, GROOME HOLDINGS, LLC., GROOME, GEORGE, MORROW, GROOME, MATTHEW, LINDSAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.