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COLMAN KNIGHT ADVISORY GROUP, LLC

ACTON, MA · CRD 119696 · IAPD ↗ · colmanknight.com · 978-371-2015

$187.7MRegulatory AUM
4Advisory reps
8Employees
6Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2026 — COLMAN KNIGHT ADVISORY GROUP, LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
July 2026 — COLMAN KNIGHT ADVISORY GROUP, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2026 — COLMAN KNIGHT ADVISORY GROUP, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
April 2024 — COLMAN KNIGHT ADVISORY GROUP, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2024 — COLMAN KNIGHT ADVISORY GROUP, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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