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MCCOLLUM CHRISTOFERSON GROUP, LLC
CRD 268812File 801-106540
APPROVED
Retail clients
Custody
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$415.8M
Below cohort median (national)
Discretionary AUM
$415.8M
Clients
350
815 accounts
Employees
6
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 19, 2015
- Principal office
- 500 CORPORATE PARKWAY, SUITE 210, AMHERST, NY, 14226-1263
- Phone
- (716) 854-5400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $415.8M
- Discretionary AUM
- $415.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 815
- Non-discretionary accounts
- 0
- Total accounts
- 815
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.1M |
| Charitable organizations | 9 | $5.0M |
| High net worth individuals | 124 | $328.7M |
| Pension and profit sharing plans | Fewer than 5 | $2.3M |
| Individuals (other than high net worth individuals) | 213 | $78.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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
- 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 | 356 | 350 | decreased by6 |
| Apr 1, 2026 | AUM | $442,069,645 | $415,847,084 | decreased by$26,222,561 |
| Apr 1, 2026 | Accounts | 766 | 815 | increased by49 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 367 | 356 | decreased by11 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $441,673,577 | $442,069,645 | increased by$396,068 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 787 | 766 | decreased by21 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 446 | 367 | decreased by79 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $509,795,227 | $441,673,577 | decreased by$68,121,650 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 733 | 787 | increased by54 |
| Apr 1, 2022 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2022 | Clients | 454 | 446 | decreased by8 |
| Apr 1, 2022 | AUM | $443,227,390 | $509,795,227 | increased by$66,567,837 |
| Apr 1, 2022 | Accounts | 729 | 733 | increased by4 |
| 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 “MCCOLLUM CHRISTOFERSON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MCCOLLUM CHRISTOFERSON” 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.