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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-1987
- Office Locations
- 1
Office Locations
About THE Coleridge Group LLC
The Coleridge Group is a flat-fee, fee-only, virtual financial life planning firm serving mindful, values-driven families seeking work-optional lifestyles, tax-efficient giving, and portfolios aligned with personal and environmental priorities. It offers subscription-based advice with no asset minimums, including real-time guidance for DIY investors. Portfolios are largely ETF-based; custody includes Schwab.
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Owner & Executives
FRANCISCO JAVIER AYALA
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #4645478
- Ownership
- 50% but less than 75%
GARY EUGENE GIBBONS
Managing Member
- CRD
- #2042304
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,007,155 | $1,136,844 |
| Non-Discretionary | $0 | -- |
| Total | $56,007,155 | $1,136,844 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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