COLTON GROOME FINANCIAL ADVISORS, LLC
CRD #128365 SEC #801-113274 ASHEVILLE, NC 828-252-1816
SEC Registered
Total AUM
$444M
Discretionary
$430.2M
Employees
18
Clients
101
Accounts
946
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $444M | $430.2M | $13.9M | 18 | 2 |
| Nov 2025 | $444M | $430.2M | $13.9M | 18 | 2 |
| Mar 2025 | $444M | $430.2M | $13.9M | 15 | 2 |
| Sep 2024 | $350.8M | $339.7M | $11.2M | 15 | 6 |
| Aug 2024 | $350.8M | $339.7M | $11.2M | 15 | 6 |
| Mar 2024 | $350.8M | $339.7M | $11.2M | 15 | 6 |
| Mar 2024 | $282.3M | $261.7M | $20.6M | 15 | 10 |
| May 2023 | $282.3M | $261.7M | $20.6M | 14 | 10 |
| Mar 2023 | $282.3M | $261.7M | $20.6M | 14 | 10 |
| Feb 2023 | $282.3M | $261.7M | $20.6M | 15 | 10 |
| Aug 2022 | $283.5M | $270.9M | $12.6M | 15 | 6 |
| Mar 2022 | $283.5M | $270.9M | $12.6M | 13 | 6 |
| Feb 2022 | $283.5M | $270.9M | $12.6M | 13 | 6 |
| Feb 2022 | $188.9M | $175.1M | $13.8M | 13 | 5 |
| Dec 2021 | $188.9M | $175.1M | $13.8M | 14 | 5 |
| Dec 2021 | $188.9M | $175.1M | $13.8M | 14 | 5 |
| Sep 2021 | $188.9M | $175.1M | $13.8M | 14 | 5 |
| Aug 2021 | $188.9M | $175.1M | $13.8M | 14 | 5 |
| Jun 2021 | $188.9M | $175.1M | $13.8M | 15 | 5 |
| Mar 2021 | $188.9M | $175.1M | $13.8M | 15 | 5 |
| Dec 2020 | $163.5M | $161.5M | $2.1M | 16 | 8 |
| Dec 2020 | $163.5M | $161.5M | $2.1M | 16 | 8 |
| Nov 2020 | $163.5M | $161.5M | $2.1M | 16 | 8 |
| Aug 2020 | $163.5M | $161.5M | $2.1M | 15 | 8 |
| Jun 2020 | $163.5M | $161.5M | $2.1M | 14 | 8 |
| May 2020 | $163.5M | $161.5M | $2.1M | 14 | 8 |
| Mar 2020 | $163.5M | $161.5M | $2.1M | 14 | 8 |
| Nov 2019 | $161.3M | $161.3M | $0 | 15 | 8 |
| Sep 2019 | $126.4M | $126.4M | $0 | 12 | 8 |
| Aug 2019 | $126.4M | $126.4M | $0 | 13 | 8 |
| Mar 2019 | $126.4M | $126.4M | $0 | 12 | 8 |
| Mar 2019 | $126.4M | $126.4M | $0 | 12 | 8 |
| Sep 2018 | $119.4M | $119.4M | $0 | 11 | 25 |
| Aug 2018 | $119.4M | $119.4M | $0 | 11 | 25 |
| May 2018 | $119.4M | $119.4M | $0 | 11 | 25 |
| Apr 2018 | $119.4M | $119.4M | $0 | 11 | 25 |
DateDec 2025
Total AUM$444M
Discretionary$430.2M
Non-Disc.$13.9M
Employees18
Clients2
DateNov 2025
Total AUM$444M
Discretionary$430.2M
Non-Disc.$13.9M
Employees18
Clients2
DateMar 2025
Total AUM$444M
Discretionary$430.2M
Non-Disc.$13.9M
Employees15
Clients2
DateSep 2024
Total AUM$350.8M
Discretionary$339.7M
Non-Disc.$11.2M
Employees15
Clients6
DateAug 2024
Total AUM$350.8M
Discretionary$339.7M
Non-Disc.$11.2M
Employees15
Clients6
DateMar 2024
Total AUM$350.8M
Discretionary$339.7M
Non-Disc.$11.2M
Employees15
Clients6
DateMar 2024
Total AUM$282.3M
Discretionary$261.7M
Non-Disc.$20.6M
Employees15
Clients10
DateMay 2023
Total AUM$282.3M
Discretionary$261.7M
Non-Disc.$20.6M
Employees14
Clients10
DateMar 2023
Total AUM$282.3M
Discretionary$261.7M
Non-Disc.$20.6M
Employees14
Clients10
DateFeb 2023
Total AUM$282.3M
Discretionary$261.7M
Non-Disc.$20.6M
Employees15
Clients10
DateAug 2022
Total AUM$283.5M
Discretionary$270.9M
Non-Disc.$12.6M
Employees15
Clients6
DateMar 2022
Total AUM$283.5M
Discretionary$270.9M
Non-Disc.$12.6M
Employees13
Clients6
DateFeb 2022
Total AUM$283.5M
Discretionary$270.9M
Non-Disc.$12.6M
Employees13
Clients6
DateFeb 2022
Total AUM$188.9M
Discretionary$175.1M
Non-Disc.$13.8M
Employees13
Clients5
DateDec 2021
Total AUM$188.9M
Discretionary$175.1M
Non-Disc.$13.8M
Employees14
Clients5
DateDec 2021
Total AUM$188.9M
Discretionary$175.1M
Non-Disc.$13.8M
Employees14
Clients5
DateSep 2021
Total AUM$188.9M
Discretionary$175.1M
Non-Disc.$13.8M
Employees14
Clients5
DateAug 2021
Total AUM$188.9M
Discretionary$175.1M
Non-Disc.$13.8M
Employees14
Clients5
DateJun 2021
Total AUM$188.9M
Discretionary$175.1M
Non-Disc.$13.8M
Employees15
Clients5
DateMar 2021
Total AUM$188.9M
Discretionary$175.1M
Non-Disc.$13.8M
Employees15
Clients5
DateDec 2020
Total AUM$163.5M
Discretionary$161.5M
Non-Disc.$2.1M
Employees16
Clients8
DateDec 2020
Total AUM$163.5M
Discretionary$161.5M
Non-Disc.$2.1M
Employees16
Clients8
DateNov 2020
Total AUM$163.5M
Discretionary$161.5M
Non-Disc.$2.1M
Employees16
Clients8
DateAug 2020
Total AUM$163.5M
Discretionary$161.5M
Non-Disc.$2.1M
Employees15
Clients8
DateJun 2020
Total AUM$163.5M
Discretionary$161.5M
Non-Disc.$2.1M
Employees14
Clients8
DateMay 2020
Total AUM$163.5M
Discretionary$161.5M
Non-Disc.$2.1M
Employees14
Clients8
DateMar 2020
Total AUM$163.5M
Discretionary$161.5M
Non-Disc.$2.1M
Employees14
Clients8
DateNov 2019
Total AUM$161.3M
Discretionary$161.3M
Non-Disc.$0
Employees15
Clients8
DateSep 2019
Total AUM$126.4M
Discretionary$126.4M
Non-Disc.$0
Employees12
Clients8
DateAug 2019
Total AUM$126.4M
Discretionary$126.4M
Non-Disc.$0
Employees13
Clients8
DateMar 2019
Total AUM$126.4M
Discretionary$126.4M
Non-Disc.$0
Employees12
Clients8
DateMar 2019
Total AUM$126.4M
Discretionary$126.4M
Non-Disc.$0
Employees12
Clients8
DateSep 2018
Total AUM$119.4M
Discretionary$119.4M
Non-Disc.$0
Employees11
Clients25
DateAug 2018
Total AUM$119.4M
Discretionary$119.4M
Non-Disc.$0
Employees11
Clients25
DateMay 2018
Total AUM$119.4M
Discretionary$119.4M
Non-Disc.$0
Employees11
Clients25
DateApr 2018
Total AUM$119.4M
Discretionary$119.4M
Non-Disc.$0
Employees11
Clients25