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COLBERT INVESTMENT MANAGEMENT CO

MIAMI, FL · CRD 108642 · IAPD ↗ · 305-416-9996

$295.8MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — COLBERT INVESTMENT MANAGEMENT CO reported RAUM up 54% ($191.5M -> $295.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.