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CORUNDUM GROUP, INC.
CRD 106490File 801-42281
APPROVED
Retail clients
Custody
Filing as of Jul 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.69B
Top 25% of cohort (national)
Discretionary AUM
$1.69B
Non-discretionary $8.2M
Clients
157
495 accounts
Employees
12
Top 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Sep 10, 1992
- Principal office
- 1 SOUTH NEVADA, SUITE 200, COLORADO SPRINGS, CO, 80903
- Phone
- 719-228-1080
- Website
- https://corundumgroup.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.69B
- Discretionary AUM
- $1.69B
- Non-discretionary AUM
- $8.2M
- Discretionary accounts
- 474
- Non-discretionary accounts
- 21
- Total accounts
- 495
- AUM per client
- $10.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $31.5M |
| Charitable organizations | 10 | $85.0M |
| High net worth individuals | 76 | $563.0M |
| Pooled investment vehicles | 18 | $1.00B |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 48 | $14.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 11 | 12 | increased by1 |
| Apr 1, 2026 | Clients | 150 | 157 | increased by7 |
| Apr 1, 2026 | AUM | $1,542,066,698 | $1,694,340,444 | increased by$152,273,746 |
| Apr 1, 2026 | Accounts | 465 | 495 | increased by30 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 11 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 166 | 150 | decreased by16 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,282,615,472 | $1,542,066,698 | increased by$259,451,226 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 489 | 465 | decreased by24 |
| Apr 1, 2022 | Employees | 16 | 15 | decreased by1 |
| Apr 1, 2022 | Clients | 139 | 166 | increased by27 |
| Apr 1, 2022 | AUM | $1,002,979,620 | $1,282,615,472 | increased by$279,635,852 |
| Apr 1, 2022 | Accounts | 464 | 489 | increased by25 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CORUNDUM GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORUNDUM GROUP” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.