$724.9M Total AUM
$707.2M Disc. AUM
30.0% 3Y CAGR
18 Employees
463 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · US Bank
- Clients
- Retail and Institutional
- Platforms
- VertexQuantum
- Established Date
- 10-15-2003
- Office Locations
- 4
Office Locations
1127-B Hendersonville Road Asheville NC
22 Ruskin Sq. Greenville SC
-- Asheville NC
About Colton Groome Financial Advisors, LLC
Colton Groome Financial Advisors is a life-centered, SEC-registered RIA offering financial planning, investment management, insurance strategies, business retirement plans, and family office services. The firm supports clients’ evolving goals over a lifetime, with investment exposure largely through public funds, ETFs, and fixed income, and selective alternatives as appropriate. Founded in 1950, it also maintains a client- and employee-directed Community Support Fund.
Team overview
46 AVG AGE
$60.4M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
6.1 yrs AVG TENURE
18 Employees
12 Advisory Reps
11 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Quantum glacier Beacon wave Unison Vertex beacon Ridge Frontier north Summit horizon
Client Personas
Alpha
Custodian
Catalyst quantum Value element Wave Quantum Pioneer
Investment Themes
Legacy pioneer North focus Fusion signal Meridian
Investment Vehicles
Prime legacy
Platform
Optima Legacy vector
Services
Oak vital Optima Element legacy Focus Prime radial Legacy focus Prime vector Foundation matrix Foundation
Technology
Alpha Quantum
Owner & Executives
GEORGE TATUM GROOME
CO-CEO, Partner
- CRD
- #4747797
- Ownership
- Less than 5%
(384) 390-2505
vector.glacier@summitcapital.com
in linkedin.com/in/value-quantum
MATTHEW LINDSAY GROOME
CO-CEO, Financial Advisor, General Partner
- CRD
- #5693511
- Ownership
- Less than 5%
(405) 877-8473
focus.vertex@oakcapital.com
in linkedin.com/in/capital-bridge
P
Pathway capital
Meridian beacon
- CRD
- #99329
- Ownership
- 21.7%
(551) 464-1270
meridian.oak@matrixcapital.com
in linkedin.com/in/focus-fusion
Showing 2 of 3 owners & executives
Unlock allContacts
Stacey McIntosh Anderson
Retirement Plan Advisor
- CRD
- #6200683
(228) 744-2711
signal.focus@beaconcapital.com
in linkedin.com/in/frontier-value
Robin Vickery Barber
--
- CRD
- #7307893
(849) 325-9010
signal.north@bridgecapital.com
in linkedin.com/in/north-horizon
A
Atlas vertex
Vector eagle
- CRD
- #54699
(818) 511-9839
alpha.vector@eaglecapital.com
in linkedin.com/in/timber-eagle
Showing 2 of 15 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $707,224,187 | $679,370 |
| Non-Discretionary | $17,659,000 | $321,073 |
| Total | $724,883,187 | $661,390 |
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Separately Managed Accounts
Total SMA Asset: $724,883,187
Public Funds:
6.3% Cash:
8.9% U.S. Government/Agency:
17.3% Equity - Exchange:
22.5% Municipal Bonds:
5.4% Corporate - Investment Grade:
16.8% Private Funds:
22.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $166,009,480 | 6.3% |
| Cash | $234,521,328 | 8.9% |
| U.S. Government/Agency | $455,867,301 | 17.3% |
| Equity - Exchange | $592,890,999 | 22.5% |
| Municipal Bonds | $142,293,840 | 5.4% |
| Corporate - Investment Grade | $442,691,946 | 16.8% |
| Private Funds | $600,796,211 | 22.8% |
| Total | $2,635,071,105 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA MOMENTUM | WAVE PATHWAY | GNDFAQAZE | MQS | 1.50% | $27,525,643 |
| VALUE NORTH WAVE | MERIDIAN BRIDGE | CBG60PAL4 | TDICH | 2.16% | $32,119,954 |
| VERTEX ALPHA ATLAS | FRONTIER PATHWAY | SI8KH3I3C | NZH | 0.96% | $48,670,871 |
| ATLAS OPTIMA CAPITAL | VITAL NORTH | VILN13PK1 | GCZ | 1.54% | $10,715,267 |
| SIGNAL INSIGHT | BRIDGE GLACIER | CXUO3WEXU | VLSU | 4.75% | $14,016,469 |
| LEGACY RIDGE | UNISON GLACIER | MZDX1B5UB | TML | 3.83% | $2,758,280 |
| VERTEX INSIGHT MOMENTUM | FOCUS TIMBER | M28XZ8K1K | ZCT | 3.38% | $109,684,820 |
| LEGACY CAPITAL QUANTUM | VECTOR EAGLE | MXXZ3KW0A | IKF | 7.89% | $4,354,761 |