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COLLINS ADVISORS, LLC
CRD 129270File 801-72267
APPROVED
Retail clients
Filing as of May 7, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$176.4M
Bottom 25% of cohort (national)
Discretionary AUM
$174.1M
Non-discretionary $2.3M
Clients
581
582 accounts
Employees
3
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 11, 2011
- Principal office
- 610 MAIN STREET, SUITE 202, BUFFALO, NY, 14202
- Phone
- 716-833-6338
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $176.4M
- Discretionary AUM
- $174.1M
- Non-discretionary AUM
- $2.3M
- Discretionary accounts
- 580
- Non-discretionary accounts
- 2
- Total accounts
- 582
- AUM per client
- $304K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $289K |
| High net worth individuals | 52 | $128.5M |
| Pension and profit sharing plans | 56 | $16.1M |
| Individuals (other than high net worth individuals) | 473 | $31.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 256 | 581 | increased by325 |
| Apr 1, 2026 | AUM | $158,918,719 | $176,396,942 | increased by$17,478,223 |
| Apr 1, 2026 | Accounts | 260 | 582 | increased by322 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 278 | 256 | decreased by22 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $133,924,045 | $158,918,719 | increased by$24,994,674 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 468 | 260 | decreased by208 |
| Apr 1, 2022 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2022 | Clients | 198 | 278 | increased by80 |
| Apr 1, 2022 | AUM | $116,464,379 | $133,924,045 | increased by$17,459,666 |
| Apr 1, 2022 | Accounts | 198 | 468 | increased by270 |
| Jun 1, 2021 | Clients | 186 | 198 | increased by12 |
| Jun 1, 2021 | AUM | $103,386,942 | $116,464,379 | increased by$13,077,437 |
| Jun 1, 2021 | Accounts | 186 | 198 | increased by12 |
| 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 “COLLINS ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COLLINS ADVISORS” 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.