COLMAN KNIGHT ADVISORY GROUP, LLC
CRD #119696 SEC #801-61940 ACTON, MA 978-371-2015
SEC Registered
Total AUM
$175.2M
Discretionary
$34.1M
Employees
5
Clients
51
Accounts
405
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $175.2M | $34.1M | $141.1M | 5 | 4 |
| Mar 2024 | $151.6M | $28.7M | $122.9M | 5 | 0 |
| Feb 2023 | $128.8M | $24.3M | $104.4M | 4 | 0 |
| Oct 2022 | $157.6M | $29.4M | $128.2M | 4 | 0 |
| Aug 2022 | $157.6M | $29.4M | $128.2M | 4 | 0 |
| Aug 2022 | $157.6M | $29.4M | $128.2M | 5 | 0 |
| Mar 2022 | $157.6M | $29.4M | $128.2M | 5 | 0 |
| Feb 2022 | $154.1M | $0 | $154.1M | 5 | 0 |
| Mar 2021 | $154.1M | $0 | $154.1M | 5 | 0 |
| Jun 2020 | $133.2M | $0 | $133.2M | 5 | 0 |
| Mar 2020 | $133.2M | $0 | $133.2M | 5 | 0 |
| Feb 2019 | $112.1M | $0 | $112.1M | 4 | 0 |
| Mar 2018 | $115.1M | $0 | $115.1M | 4 | 0 |
| Feb 2017 | $105.9M | $0 | $105.9M | 4 | 26 |
| Mar 2016 | $105.2M | $0 | $105.2M | 7 | 26 |
| Mar 2015 | $92M | $0 | $92M | 7 | 26 |
| Mar 2014 | $99.6M | $0 | $99.6M | 7 | 26 |
| Mar 2013 | $96.3M | $0 | $96.3M | 4 | 26 |
| Mar 2012 | $91.3M | $0 | $91.3M | 1 | 26 |
| Jun 2010 | $83.4M | $0 | $83.4M | 5 | -- |
| Mar 2007 | $80.7M | $0 | $80.7M | 5 | -- |
| Nov 2006 | $67.3M | $0 | $67.3M | 5 | -- |
| Jul 2004 | $53.1M | $0 | $53.1M | 10 | -- |
| Mar 2004 | $53.1M | $0 | $53.1M | 10 | -- |
DateFeb 2025
Total AUM$175.2M
Discretionary$34.1M
Non-Disc.$141.1M
Employees5
Clients4
DateMar 2024
Total AUM$151.6M
Discretionary$28.7M
Non-Disc.$122.9M
Employees5
Clients0
DateFeb 2023
Total AUM$128.8M
Discretionary$24.3M
Non-Disc.$104.4M
Employees4
Clients0
DateOct 2022
Total AUM$157.6M
Discretionary$29.4M
Non-Disc.$128.2M
Employees4
Clients0
DateAug 2022
Total AUM$157.6M
Discretionary$29.4M
Non-Disc.$128.2M
Employees4
Clients0
DateAug 2022
Total AUM$157.6M
Discretionary$29.4M
Non-Disc.$128.2M
Employees5
Clients0
DateMar 2022
Total AUM$157.6M
Discretionary$29.4M
Non-Disc.$128.2M
Employees5
Clients0
DateFeb 2022
Total AUM$154.1M
Discretionary$0
Non-Disc.$154.1M
Employees5
Clients0
DateMar 2021
Total AUM$154.1M
Discretionary$0
Non-Disc.$154.1M
Employees5
Clients0
DateJun 2020
Total AUM$133.2M
Discretionary$0
Non-Disc.$133.2M
Employees5
Clients0
DateMar 2020
Total AUM$133.2M
Discretionary$0
Non-Disc.$133.2M
Employees5
Clients0
DateFeb 2019
Total AUM$112.1M
Discretionary$0
Non-Disc.$112.1M
Employees4
Clients0
DateMar 2018
Total AUM$115.1M
Discretionary$0
Non-Disc.$115.1M
Employees4
Clients0
DateFeb 2017
Total AUM$105.9M
Discretionary$0
Non-Disc.$105.9M
Employees4
Clients26
DateMar 2016
Total AUM$105.2M
Discretionary$0
Non-Disc.$105.2M
Employees7
Clients26
DateMar 2015
Total AUM$92M
Discretionary$0
Non-Disc.$92M
Employees7
Clients26
DateMar 2014
Total AUM$99.6M
Discretionary$0
Non-Disc.$99.6M
Employees7
Clients26
DateMar 2013
Total AUM$96.3M
Discretionary$0
Non-Disc.$96.3M
Employees4
Clients26
DateMar 2012
Total AUM$91.3M
Discretionary$0
Non-Disc.$91.3M
Employees1
Clients26
DateJun 2010
Total AUM$83.4M
Discretionary$0
Non-Disc.$83.4M
Employees5
Clients--
DateMar 2007
Total AUM$80.7M
Discretionary$0
Non-Disc.$80.7M
Employees5
Clients--
DateNov 2006
Total AUM$67.3M
Discretionary$0
Non-Disc.$67.3M
Employees5
Clients--
DateJul 2004
Total AUM$53.1M
Discretionary$0
Non-Disc.$53.1M
Employees10
Clients--
DateMar 2004
Total AUM$53.1M
Discretionary$0
Non-Disc.$53.1M
Employees10
Clients--