C
$23.7M Total AUM
$22.9M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
8 yrs Firm Age
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- Custodian
- Regions Bank · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-13-2017
- Office Locations
- 1
Office Locations
-- Asheville NC
About Coleman Advisory, LLC
Coleman Advisory, LLC is a boutique Asheville, NC RIA led by John W. Coleman (CFP®, ChFC®, CLU®) providing personal financial planning and investment management for individuals, including retirees and entrepreneurs. Focus areas include retirement, estate planning, wealth preservation, risk management, tax planning and insurance. Portfolios are primarily ETF-based, with custody through platforms such as SEI.
Team overview
-- AVG AGE
$23.7M AVG AUM / ADVISOR
$676.6K AVG AUM / CLIENT
8.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
JOHN WORDEN COLEMAN
Advisor, Owner
- CRD
- #732840
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,904,605 | -- |
| Non-Discretionary | $775,196 | -- |
| Total | $23,679,801 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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