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COLBERT INVESTMENT MANAGEMENT CO
CRD 108642File 801-54716
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$295.8M
Below cohort median (national)
Discretionary AUM
$295.8M
Clients
144
144 accounts
Employees
3
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 21, 1997
- Principal office
- 3520 MARY STREET, SUITE 202, MIAMI, FL, 33133
- Phone
- 305-416-9996
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $295.8M
- Discretionary AUM
- $295.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 144
- Non-discretionary accounts
- 0
- Total accounts
- 144
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | Fewer than 5 | $236.5M |
| High net worth individuals | 143 | $59.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.