Overview
Assets Under Management: $296 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 143
Average Client Assets: $0.4 million
Frequently Asked Questions
COLBERT INVESTMENT MANAGEMENT CO is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108642), COLBERT INVESTMENT MANAGEMENT CO is subject to fiduciary duty under federal law.
COLBERT INVESTMENT MANAGEMENT CO is headquartered in MIAMI, FL.
COLBERT INVESTMENT MANAGEMENT CO serves 143 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, COLBERT INVESTMENT MANAGEMENT CO offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
COLBERT INVESTMENT MANAGEMENT CO manages $296 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, COLBERT INVESTMENT MANAGEMENT CO serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 143
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.07%
Average Client Assets: $0.4 million
Total Client Accounts: 144
Discretionary Accounts: 144
Regulatory Filings
CRD Number: 108642
Filing ID: 2074581
Last Filing Date: 2026-03-18 20:23:04