Mccollum Christoferson Group, Llc
- Regulatory AUM
- $416M
- Discretionary
- $416M
- Clients
- 350
- Avg AUM / client
- $1.2M
- Accounts
- 815
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Investments (13F portfolio — 80 positions, $340,980,349)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard S&P 500 Etf | ETF | $25,908,413 | 95,210 | 7.6% | 6.23% |
| 2 | Apple Inc Com | Stock | $19,237,033 | 93,389 | 5.64% | 4.63% |
| 3 | Costco Wholesale Corporation Com | Stock | $15,653,980 | 94,120 | 4.59% | 3.76% |
| 4 | Microsoft Corp Com | Stock | $14,709,735 | 83,769 | 4.31% | 3.54% |
| 5 | State Street Technology Select Sector Spdr Etf | ETF | $14,698,427 | 77,149 | 4.31% | 3.53% |
| 6 | West Pharmaceutical Svsc Inc Com | Stock | $13,263,643 | 64,183 | 3.89% | 3.19% |
| 7 | Capital Group Growth Etf | ETF | $13,161,370 | 295,409 | 3.86% | 3.16% |
| 8 | Ecolab Inc Com | Stock | $12,895,255 | 112,703 | 3.78% | 3.1% |
| 9 | Amazon Com Inc Com | Stock | $12,336,819 | 119,505 | 3.62% | 2.97% |
| 10 | Analog Devices Inc Com | Stock | $12,246,321 | 94,995 | 3.59% | 2.94% |
| 11 | Hilton Worldwide Hldgs Inc Com | Stock | $11,454,682 | 104,126 | 3.36% | 2.75% |
| 12 | Visa Inc Com Cl A | Stock | $11,188,836 | 82,542 | 3.28% | 2.69% |
| 13 | Linde Plc Shs | Stock | $11,051,140 | 35,074 | 3.24% | 2.66% |
| 14 | State Street Communication Services Select Sector Spdr Etf | ETF | $9,439,846 | 104,120 | 2.77% | 2.27% |
| 15 | Tesla Inc Com | Stock | $9,034,170 | 57,248 | 2.65% | 2.17% |
| 16 | State Street Financial Select Sector Spdr Etf | ETF | $8,450,158 | 169,818 | 2.48% | 2.03% |
| 17 | Nextera Energy Inc Com | Stock | $7,361,048 | 128,248 | 2.16% | 1.77% |
| 18 | Franco Nev Corp Com | Stock | $7,293,038 | 69,770 | 2.14% | 1.75% |
| 19 | Steris Plc Shs Usd | Stock | $6,879,954 | 32,673 | 2.02% | 1.65% |
| 20 | International Business Machs Com | Stock | $6,808,938 | 24,213 | 2.0% | 1.64% |
| 21 | State Street Industrial Select Sector Spdr Etf | ETF | $5,884,201 | 31,767 | 1.73% | 1.41% |
| 22 | Ishares Biotechnology Etf | ETF | $5,881,436 | 30,924 | 1.72% | 1.41% |
| 23 | State Street Energy Select Sector Spdr Etf | ETF | $5,575,382 | 104,978 | 1.64% | 1.34% |
| 24 | Siteone Landscape Supply Inc Com | Stock | $5,134,183 | 76,324 | 1.51% | 1.23% |
| 25 | First Trust Nasdaq Cybersecurity Etf | ETF | $4,720,360 | 52,536 | 1.38% | 1.14% |
Top 25 of 80 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 213 | $78.8M | 19.0% |
| High net worth individuals | 124 | $329M | 79.0% |
| Pension and profit sharing plans | 2 | $2.3M | 0.55% |
| Charitable organizations | 9 | $5.0M | 1.19% |
| Corporations and other businesses | 2 | $1.1M | 0.27% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Katherine Ann Christoferson | Chief Compliance Officer And Managing Member | Oct 2015 (11y) | 75% or more | |
| William Richard Deacon | Registered representative | CFP | Jan 2017 (10y) | |
| Matthew Brian Johnson | Registered representative | CFA | Jul 2022 (4y) |
Undisclosed: 0% – 25% 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) | 03/23/2026 | 921 KB | 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
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Pershing $404M (91% of AUM) Mar 2025
- Charles Schwab & Co. $369M (89% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗