Colman Knight Advisory Group, Llc
- Regulatory AUM
- $188M
- Discretionary
- $167M
- Clients
- 127
- Avg AUM / client
- $1.5M
- Accounts
- 441
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 71 | $24.1M | 12.9% |
| High net worth individuals | 51 | $161M | 85.6% |
| Pension and profit sharing plans | 1 | $212K | 0.11% |
| Charitable organizations | 1 | $2.5M | 1.32% |
| Corporations and other businesses | 3 | $138K | 0.07% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Keith Colman | Chief Compliance Officer, Co Ceo | Apr 1994 (32y) | 25% – 50% | |
| Colman, Gayle, Knight | Co Ceo | Jan 2003 (24y) | 25% – 50% | |
| Joseph James Knight Colman | President | CFP | Dec 2018 (8y) | 10% – 25% |
| Marc Gerald Berman | Registered representative | CFP | Oct 2004 (22y) | |
| David Kwasi Manteau | Registered representative | CFP CFA | Oct 2022 (4y) | |
| Michelle Lynn Contois | Registered representative | May 2025 (1y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/12/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $180M (96% of AUM) Jun 2026
- National Financial Services (Fidelity) $93.2M (59% of AUM) Oct 2022
- TD Ameritrade $41.2M (32% of AUM) Feb 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 12, 2026.
View current Form ADV (SEC/IAPD) ↗