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Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A, filed 1 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Colton Groome Financial Advisors use?","answer":"Colton Groome Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $458M and Fidelity Brokerage Services LLC (Smithfield, RI), with $249M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Colton Groome Financial Advisors have?","answer":"Colton Groome Financial Advisors has 10 investment adviser representatives registered with state securities authorities, out of 16 employees, and 13 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Colton Groome Financial Advisors invest in?","answer":"At the end of its last fiscal year, Colton Groome Financial Advisors’ separately managed accounts held 52% registered funds (mutual funds, ETFs, BDCs), 16% cash and equivalents, 15% U.S. government and agency bonds, 10% exchange-traded equities, 4% state and local bonds, 2% investment grade corporate bonds and 1% 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Colton Groome Financial Advisors?","answer":"Colton Groome Financial Advisors is owned through a holding company by Matthew and George Groome. 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