Matthew William Donohue

$725M regulatory AUM 101 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
QUALIFIED RETIREMENT PLAN AND/OR NON-QUALIFIED DEFERRED COMPENSATION PLAN CONSULTING AND INSURANCE CONSULTING.

From the firm’s Form ADV. Read the guides:

1127-B Hendersonville Road, Asheville, NC 28803 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-01-13
NC	RA	APPROVED	2018-11-26

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Raymond James Financial Services, Inc.	Asheville	NC	01/2016	11/2018
Raymond James Financial Services Advisors Inc.	Asheville	NC	04/2016	11/2018
Webb Investment Services, Inc.	Asheville	NC	01/2016	11/2018
Colton Groome Financial Advisors, Llc	Asheville	NC	11/2018	Present
Valmark Securities, Inc.	Akron	OH	11/2018	09/2020

01/2016 → 11/2018

Raymond James Financial Services, Inc.

Asheville, NC
04/2016 → 11/2018

Raymond James Financial Services Advisors Inc.

Asheville, NC
01/2016 → 11/2018

Webb Investment Services, Inc.

Asheville, NC
11/2018 → Present

Colton Groome Financial Advisors, Llc

Asheville, NC
11/2018 → 09/2020

Valmark Securities, Inc.

Akron, OH

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-04-18

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