CRD: 140088
Colomb Investment Management Company, LLC
$4.7M Total AUM
$4.7M Disc. AUM
-- 3Y CAGR
8 Employees
587 ADV. Clients
13 yrs Firm Age
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- Custodian
- Altruist ยท Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-12-2012
- Office Locations
- 7
Office Locations
1040 Stanton Rd. Suite D Daphne AL
14090 Metropolis Ave., Suite 205 Fort Myers FL
3636 South Interstate 10 Service Road Suite 214 Metairie LA
About Colomb Investment Management Company, LLC
Colomb Investment Management partners with Matson Money to deliver coaching-driven financial planning for families, pairing investor education with disciplined, lifetime investing. The firm runs group seminars through its American Dream Experience and supports portfolio construction using ETF- and mutual fund-based allocations.
Team overview
47 AVG AGE
$581.4K AVG AUM / ADVISOR
$7.9K AVG AUM / CLIENT
3.9 yrs AVG TENURE
8 Employees
8 Advisory Reps
8 RIA Reps
13yrs Firm Age
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Custodian
Crest unison Delta Wave Foundation Atlas
Investment Themes
Insight optima
Investment Vehicles
Bridge quantum
Services
Vertex Ember Fusion summit Atlas Pathway
Owner & Executives
R
ROBERT LOUIS COLOMB SR.
Chief Compliance Officer, President
- CRD
- #2220556
- Ownership
- 75% or more
(719) 855-3854
zenith.signal@timbercapital.com
in linkedin.com/in/alpha-peak
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S
SAMUEL IVOR ALLEYNE
Financial Advisor
- CRD
- #2118134
(254) 745-3985
signal.element@frontiercapital.com
in linkedin.com/in/harbor-capital
MICHAEL OVIDE BABIN JR
--
- CRD
- #2226890
(961) 987-1005
harbor.radial@frontiercapital.com
in linkedin.com/in/insight-value
T
Timber wave
Insight value
- CRD
- #73854
(204) 750-2059
value.horizon@glaciercapital.com
in linkedin.com/in/ridge-element
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,651,207 | $145,350 |
| Non-Discretionary | $0 | -- |
| Total | $4,651,207 | $145,350 |
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Separately Managed Accounts
Total SMA Asset: $4,651,207
Equity - Exchange:
71.7% Cash:
28.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,842,383,741 | 71.7% |
| Cash | $727,189,119 | 28.3% |
| Total | $2,569,572,860 | 100.0% |