Colin, Bruce Ted provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year.
Colin, Bruce Ted reports 28 clients. They include 28 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $229M across 158 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | <1% |
| High-net-worth individuals | 100% | 99% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $2.08M | 0.9% | — |
| High-net-worth individuals | 28 | $226M | 99.1% | $8.09M |
| Total | 28 | $229M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $2.08M
- AUM share
- 0.9%
- Avg. per client
- —
- Clients
- 28
- Regulatory AUM
- $226M
- AUM share
- 99.1%
- Avg. per client
- $8.09M
Total
- Clients
- 28
- Regulatory AUM
- $229M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Colin, Bruce Ted charges 0.20%–1.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in arrears. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.00% |
| $500K–$1M | 0.80% |
| $1M–$3M | 0.60% |
| $3M–$10M | 0.40% |
| $10M and above | 0.20% |
Fee details and sources
Other fees
- Comprehensive financial planning
- Flat fee set in an engagement letter, with an initial deposit of up to 50% of the fee when the letter is signed.
- Hourly financial planning
- Billed at $400 per hour as an alternative to comprehensive planning, payable on invoice.
Bruce Colin owns 75% or more of Colin, Bruce Ted. The leadership team of Colin, Bruce Ted includes Chief Compliance Officer Bruce Colin. It has 1 employee.
Leadership
- Bruce ColinSole Proprietor/Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Colin, Bruce Ted
Bruce Colin
Control person · since August 1997
Colin, Bruce Ted’s regulatory assets grew 1.7× from $138M (March 2021) to $229M (April 2026); clients fell from 30 to 28 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $229M | 28 | 1 | 1 |
| February 2025 | $216M | 35 | 1 | 1 |
| March 2024 | $212M | 36 | 1 | 1 |
| March 2023 | $197M | 36 | 1 | 1 |
| February 2022 | $222M | 33 | 1 | 1 |
| March 2021 | $138M | 30 | 1 | 1 |
Besides its headquarters, Colin, Bruce Ted has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Colin, Bruce Ted
- Headquarters
- Not reported
- Website
- colinwm.com
- Phone
- 310-378-4355
- SEC file
- 801-119208
- Structure
- California sole proprietorship
- Fiscal year end
- December
Colin, Bruce Ted uses Charles Schwab ($229M) as custodian for its separately managed accounts. Colin, Bruce Ted does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $229M100%
At year end, Colin, Bruce Ted’s separately managed accounts were mostly in funds (64%) and cash (24%).
What the accounts hold
- Stocks5%
- Funds64%
- Registered funds61%
- Pooled vehicles3%
- Bonds7%
- U.S. government and agency bonds4%
- State and local bonds3%
- Cash24%
How many clients does Colin, Bruce Ted have?
Colin, Bruce Ted has 28 clients and manages $229 million for them, as of April 2026. They include 28 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026
What services does Colin, Bruce Ted offer?
Colin, Bruce Ted provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Colin, Bruce Ted charge?
Colin, Bruce Ted charges 0.20%–1.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in arrears.
Which custodians does Colin, Bruce Ted use?
Colin, Bruce Ted’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $229M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 April 2026
How many financial advisors does Colin, Bruce Ted have?
Colin, Bruce Ted has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Colin, Bruce Ted invest in?
At the end of its last fiscal year, Colin, Bruce Ted’s separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 24% cash and equivalents, 5% exchange-traded equities, 4% U.S. government and agency bonds, 3% state and local bonds and 3% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Colin, Bruce Ted?
Colin, Bruce Ted’s direct owner is Bruce Colin (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 April 2026
How does Colin, Bruce Ted get paid?
Colin, Bruce Ted is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Colin, Bruce Ted?
Its phone number is 310-378-4355. Its website is colinwm.com.