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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Platform
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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
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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