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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 18, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Bell, Taylor, Marks | I | CCO & COO | NA | |
| Bell, Taylor, Marks | I | CCO & COO | NA | |
| Bell, Taylor, Marks | I | CCO & COO | NA | |
| Bell, Taylor, Marks | I | CCO & COO | NA | |
| Bell, Taylor, Marks | I | CCO & COO | NA | |
| Bell, Taylor, Marks | I | CCO & COO | NA | |
| Bell, Taylor, Marks | I | CCO & COO | NA | |
| Bell, Taylor, Marks | I | CCO & COO | NA | |
| Bell, Taylor, Marks | I | CCO & COO | NA | |
| Bell, Taylor, Marks | I | CCO & COO | NA | |
| Bell, Taylor, Marks | I | CCO & COO | NA | |
| Bell, Taylor, Marks | I | CCO & COO | NA | |
| Bell, Taylor, Marks | I | CCO & COO | NA | |
| Bell, Taylor, Marks | I | CCO & COO | NA | |
| Bell, Taylor, Marks | I | CCO & COO | NA | |
| GROOME, GEORGE, MORROW | I | BOARD CHAIR | NA | Control |
| GROOME, GEORGE, MORROW | I | BOARD CHAIR | NA | Control |
| GROOME, GEORGE, MORROW | I | BOARD CHAIR | NA | Control |
| GROOME, GEORGE, MORROW | I | BOARD CHAIR | NA | Control |
| GROOME, GEORGE, MORROW | I | BOARD CHAIR | NA | Control |
| GROOME, GEORGE, MORROW | I | BOARD CHAIR | NA | Control |
| GROOME, GEORGE, MORROW | I | BOARD CHAIR | NA | Control |
| GROOME, GEORGE, MORROW | I | BOARD CHAIR | NA | Control |
| GROOME, GEORGE, MORROW | I | BOARD CHAIR | NA | Control |
| GROOME, GEORGE, MORROW | I | BOARD CHAIR | NA | Control |
| GROOME, GEORGE, MORROW | I | BOARD CHAIR | NA | Control |
| GROOME, GEORGE, MORROW | I | BOARD CHAIR | NA | Control |
| GROOME, GEORGE, MORROW | I | BOARD CHAIR | NA | Control |
| GROOME, GEORGE, MORROW | I | BOARD CHAIR | NA | Control |
| GROOME, GEORGE, MORROW | I | BOARD CHAIR | NA | Control |
| GROOME, GEORGE, MORROW | I | BOARD CHAIR | NA | Control |
| GROOME, GEORGE, MORROW | I | BOARD CHAIR | NA | Control |
| GROOME, GEORGE, MORROW | I | BOARD CHAIR | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, GEORGE, TATUM | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| GROOME, MATTHEW, LINDSAY | I | CO-CEO | NA | Control |
| LARSEN, COLIN, SVEND | I | CCO/DIRECTOR PERSONAL FINANCIAL STRATEGIES | NA | Control |
| LARSEN, COLIN, SVEND | I | CCO/DIRECTOR PERSONAL FINANCIAL STRATEGIES | NA | Control |
| LARSEN, COLIN, SVEND | I | CCO/DIRECTOR PERSONAL FINANCIAL STRATEGIES | NA | Control |
| LARSEN, COLIN, SVEND | I | CCO/DIRECTOR PERSONAL FINANCIAL STRATEGIES | NA | Control |
| LARSEN, COLIN, SVEND | I | CCO/DIRECTOR PERSONAL FINANCIAL STRATEGIES | NA | Control |
| LARSEN, COLIN, SVEND | I | CCO/DIRECTOR PERSONAL FINANCIAL STRATEGIES | NA | Control |
| LARSEN, COLIN, SVEND | I | CCO/DIRECTOR PERSONAL FINANCIAL STRATEGIES | NA | Control |
| LARSEN, COLIN, SVEND | I | CCO/DIRECTOR PERSONAL FINANCIAL STRATEGIES | NA | Control |
| LARSEN, COLIN, SVEND | I | CCO/DIRECTOR PERSONAL FINANCIAL STRATEGIES | NA | Control |
| LARSEN, COLIN, SVEND | I | CCO/DIRECTOR PERSONAL FINANCIAL STRATEGIES | NA | Control |
| LARSEN, COLIN, SVEND | I | CCO/DIRECTOR PERSONAL FINANCIAL STRATEGIES | NA | Control |
| LARSEN, COLIN, SVEND | I | CCO/DIRECTOR PERSONAL FINANCIAL STRATEGIES | NA | Control |
| LARSEN, COLIN, SVEND | I | CCO/DIRECTOR PERSONAL FINANCIAL STRATEGIES | NA | Control |
| LARSEN, COLIN, SVEND | I | CCO/DIRECTOR PERSONAL FINANCIAL STRATEGIES | NA | Control |
| LARSEN, COLIN, SVEND | I | CCO/DIRECTOR PERSONAL FINANCIAL STRATEGIES | NA | Control |
| LARSEN, COLIN, SVEND | I | CCO/DIRECTOR PERSONAL FINANCIAL STRATEGIES | NA | Control |
| LARSEN, COLIN, SVEND | I | CCO/DIRECTOR PERSONAL FINANCIAL STRATEGIES | NA | Control |
| LARSEN, COLIN, SVEND | I | CCO/DIRECTOR PERSONAL FINANCIAL STRATEGIES | NA | Control |
| POTEAT, TAYLOR, BELL | I | CCO & COO | NA | |
| POTEAT, TAYLOR, BELL | I | CCO & COO | NA | |
| POTEAT, TAYLOR, BELL | I | CCO & COO | NA | |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
| GROOME HOLDINGS, LLC. | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GROOME, GEORGE, MORROW | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, MORROW | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, MORROW | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, MORROW | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, MORROW | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, MORROW | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, MORROW | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, MORROW | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, MORROW | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, MORROW | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, MORROW | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, MORROW | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, MORROW | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, MORROW | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, MORROW | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, MORROW | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, MORROW | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, MORROW | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, GEORGE, TATUM | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
| GROOME, MATTHEW, LINDSAY | I | GROOME HOLDINGS, LLC. | C | Control |
Registrations
Federal
IA
Dec 18, 2025 REGISTERED
Notice Filings (8)
FL GA NC NH SC TN TX VA
Address
1127-B HENDERSONVILLE ROADASHEVILLE, NC 28803
United States
Phone: 828-252-1816