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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-19-1994
- Office Locations
- 2
Office Locations
About Colman Knight Advisory Group, LLC
Colman Knight is a fee-only fiduciary wealth advisory founded in 1988, serving families with holistic financial planning that includes sophisticated investment management, tax planning and preparation, risk management, and legacy/estate planning. The firm’s “integral” approach is paired with thought leadership from co-founder Gayle Colman (Somatic Finance®/The Body of Money). Custody includes Schwab and Fidelity.
Reported data analysis
What the numbers show
Between February 12, 2025 and June 12, 2026, reported AUM increased 7.1%, from $175.2M to $187.7M.
Across 5 reported observations, AUM increased 19.1% between October 6, 2022 and June 12, 2026, from $157.6M to $187.7M.
Of the latest reported AUM, 88.8% is discretionary and 11.2% is non-discretionary.
The firm reports 4 advisory representatives and 133 clients, or 33.3 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 2 reported office locations and 32 years in operation. The source data was last updated on June 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
GAYLE KNIGHT COLMAN
CO-CEO, Financial Advisor, General Partner
- CRD
- #1397812
- Ownership
- 25% but less than 50%
RICHARD KEITH COLMAN
CO-CEO, Founder
- CRD
- #4624978
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
MARC GERALD BERMAN
Certified Financial Planner
- CRD
- #3088816
MICHELLE LYNN CONTOIS
MBA, Associate Financial Planner
- CRD
- #3211723
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $166,577,721 | $441,851 |
| Non-Discretionary | $21,097,465 | $329,648 |
| Total | $187,675,186 | $425,567 |
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Separately Managed Accounts
SMA allocation detail is available
Colman Knight Advisory Group, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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