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CORUNDUM GROUP, INC.

CRD 106490File 801-42281
APPROVED
Retail clients
Custody
Filing as of Jul 15, 2026
Feed vintage Aug 17, 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

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 typeClientsAUM
Other5$31.5M
Charitable organizations10$85.0M
High net worth individuals76$563.0M
Pooled investment vehicles18$1.00B
Pension and profit sharing plansFewer than 5Not reported
Individuals (other than high net worth individuals)48$14.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.