COLLEY ASSET MANAGEMENT, INC.
  • COLLEY ASSET MANAGEMENT, INC.

Adviser Profile

As of Date 12/18/2025
Registration status Terminated
ADV Location SARATOGA SPRINGS, NY, United States
Contact Info 518 xxxxxxx
Websites
AUM* 353,642,242 40%
of that, discretionary 353,642,242 40%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 860,443 58%
% High Net Worth 57.42% 61%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- State or municipal government entities
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

354M 303M 253M 202M 152M 101M 51M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name DONALD J ROWLAND, CPA, PLLC Filing Date12/21/2023 Form ADV-E View Report
Accounting Firm Name DONALD J ROWLAND, CPA, PLLC Filing Date12/20/2022 Form ADV-E View Report

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser CGN ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.6b #Funds-
Adviser T.T.G. FINANCIAL, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM194.0m #Funds-
Adviser CLARIFY WEALTH MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM410.0m #Funds-
Adviser MADER & SHANNON WEALTH MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM269.4m #Funds-
Adviser WINNING POINTS ADVISORS, L.L.C. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM173.1m #Funds-
Adviser DEW POINT CAPITAL Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM513.2m #Funds-
Adviser PATRIOT INVESTMENT MANAGEMENT GROUP INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.9b #Funds-
Adviser AOG WEALTH MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM341.3m #Funds-
Adviser ENTASIS ASSET MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM197.9m #Funds-
Adviser CARSONALLARIA WEALTH MANAGEMENT, LTD. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM791.8m #Funds-

Brochure Summary