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Colman Knight Advisory Group, LLC CRD 119696
$188M regulatory AUM 6 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
530 Great Road, Acton, MA 01720 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-08-27 |
| ME | RA | APPROVED | 2022-10-11 |
| TX | RA | APPROVED_RES | 2015-05-11 |
| NH | RA | APPROVED | 2015-05-08 |
| MA | RA | APPROVED | 1994-04-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colman Knight Advisory Group, Llc (F/K/A Colman Knight Adv. Grp) | Acton | MA | 06/1988 | Present |
(1) MR. COLMAN SERVES ON THE BOARD OF DIRECTORS FOR SAMMARTINO INVESTMENTS LLC. NON-INVESTMENT RELATED. START DATE: 12/2021. HE CURRENTLY DEVOTES APPROXIMATELY 2 HOURS PER MONTH, APPROXIMATELY 30 MINUTES DURING SECURITIES TRADING HOURS. DUTIES: ATTEND BOARD MEETINGS. (2) MR. COLMAN IS A BENEFICIARY OF 530 GREAT ROAD REALTY TRUST WHO OWNS ONE THIRD INTEREST. NON-INVESTMENT RELATED. START DATE: 01/2024. HE CURRENTLY DEVOTES LESS THAN AN HOUR PER MONTH, NONE DURING SECURITIES TRADING HOURS. DUTIES: ADMINISTRATIVE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-01 |
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