COLBERT INVESTMENT MANAGEMENT CO
CRD #108642 SEC #801-54716 MIAMI, FL 305-416-9996
SEC Registered
Total AUM
$191.5M
Discretionary
$191.5M
Employees
2
Clients
0
Accounts
143
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $191.5M | $191.5M | $0 | 2 | 0 |
| Mar 2025 | $191.5M | $191.5M | $0 | 2 | 0 |
| Mar 2024 | $177.7M | $177.7M | $0 | 3 | 0 |
| Sep 2023 | $224.1M | $224.1M | $0 | 3 | 0 |
| Mar 2023 | $224.1M | $224.1M | $0 | 3 | 0 |
| Nov 2022 | $251.7M | $251.7M | $0 | 3 | 107 |
| Mar 2022 | $251.7M | $251.7M | $0 | 3 | 107 |
| Dec 2021 | $246.6M | $246.6M | $0 | 3 | 108 |
| Mar 2021 | $246.6M | $246.6M | $0 | 3 | 108 |
| Jun 2020 | $242.4M | $242.4M | $0 | 3 | 110 |
| Mar 2020 | $242.4M | $242.4M | $0 | 3 | 110 |
| Mar 2019 | $227M | $227M | $0 | 3 | 130 |
| Mar 2018 | $286M | $286M | $0 | 3 | 139 |
| Mar 2017 | $283.1M | $283.1M | $0 | 3 | 200 |
| Mar 2016 | $286M | $286M | $0 | 3 | 200 |
| Mar 2015 | $304.1M | $304.1M | $0 | 3 | 200 |
| Mar 2014 | $259.1M | $259.1M | $0 | 3 | 200 |
| Jul 2013 | $236.2M | $236.2M | $0 | 3 | 200 |
| Apr 2013 | $236.2M | $236.2M | $0 | 3 | 200 |
| Apr 2012 | $208M | $208M | $0 | 1 | 200 |
| Mar 2011 | $139.6M | $139.6M | $0 | 5 | -- |
| Oct 2010 | $91.9M | $91.9M | $0 | 5 | -- |
| Mar 2010 | $91.9M | $91.9M | $0 | 5 | -- |
| Mar 2009 | $67.8M | $67.8M | $0 | 5 | -- |
| Mar 2008 | $84M | $77.1M | $6.9M | 5 | -- |
| Mar 2007 | $86.7M | $79.6M | $7.1M | 5 | -- |
| Mar 2006 | $81.9M | $68.6M | $13.3M | 5 | -- |
| Mar 2004 | $77M | $60M | $17M | 5 | -- |
| Mar 2002 | $72.3M | $56M | $16.3M | 5 | -- |
DateNov 2025
Total AUM$191.5M
Discretionary$191.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$191.5M
Discretionary$191.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$177.7M
Discretionary$177.7M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$224.1M
Discretionary$224.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$224.1M
Discretionary$224.1M
Non-Disc.$0
Employees3
Clients0
DateNov 2022
Total AUM$251.7M
Discretionary$251.7M
Non-Disc.$0
Employees3
Clients107
DateMar 2022
Total AUM$251.7M
Discretionary$251.7M
Non-Disc.$0
Employees3
Clients107
DateDec 2021
Total AUM$246.6M
Discretionary$246.6M
Non-Disc.$0
Employees3
Clients108
DateMar 2021
Total AUM$246.6M
Discretionary$246.6M
Non-Disc.$0
Employees3
Clients108
DateJun 2020
Total AUM$242.4M
Discretionary$242.4M
Non-Disc.$0
Employees3
Clients110
DateMar 2020
Total AUM$242.4M
Discretionary$242.4M
Non-Disc.$0
Employees3
Clients110
DateMar 2019
Total AUM$227M
Discretionary$227M
Non-Disc.$0
Employees3
Clients130
DateMar 2018
Total AUM$286M
Discretionary$286M
Non-Disc.$0
Employees3
Clients139
DateMar 2017
Total AUM$283.1M
Discretionary$283.1M
Non-Disc.$0
Employees3
Clients200
DateMar 2016
Total AUM$286M
Discretionary$286M
Non-Disc.$0
Employees3
Clients200
DateMar 2015
Total AUM$304.1M
Discretionary$304.1M
Non-Disc.$0
Employees3
Clients200
DateMar 2014
Total AUM$259.1M
Discretionary$259.1M
Non-Disc.$0
Employees3
Clients200
DateJul 2013
Total AUM$236.2M
Discretionary$236.2M
Non-Disc.$0
Employees3
Clients200
DateApr 2013
Total AUM$236.2M
Discretionary$236.2M
Non-Disc.$0
Employees3
Clients200
DateApr 2012
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$139.6M
Discretionary$139.6M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$91.9M
Discretionary$91.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$91.9M
Discretionary$91.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$67.8M
Discretionary$67.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$84M
Discretionary$77.1M
Non-Disc.$6.9M
Employees5
Clients--
DateMar 2007
Total AUM$86.7M
Discretionary$79.6M
Non-Disc.$7.1M
Employees5
Clients--
DateMar 2006
Total AUM$81.9M
Discretionary$68.6M
Non-Disc.$13.3M
Employees5
Clients--
DateMar 2004
Total AUM$77M
Discretionary$60M
Non-Disc.$17M
Employees5
Clients--
DateMar 2002
Total AUM$72.3M
Discretionary$56M
Non-Disc.$16.3M
Employees5
Clients--