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COLMAN KNIGHT ADVISORY GROUP, LLC
CRD 119696File 801-61940
APPROVED
Retail clients
Filing as of Jun 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$187.7M
Bottom 25% of cohort (national)
Discretionary AUM
$166.6M
Non-discretionary $21.1M
Clients
127
441 accounts
Employees
8
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 16, 2003
- Principal office
- 530 GREAT ROAD, ACTON, MA, 01720
- Phone
- 978-371-2015
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $187.7M
- Discretionary AUM
- $166.6M
- Non-discretionary AUM
- $21.1M
- Discretionary accounts
- 377
- Non-discretionary accounts
- 64
- Total accounts
- 441
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $138K |
| Charitable organizations | 1 | $2.5M |
| High net worth individuals | 51 | $160.7M |
| Pension and profit sharing plans | 1 | $212K |
| Individuals (other than high net worth individuals) | 71 | $24.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.