Corundum Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year. The firm advises 16 private funds.
Corundum Group reports 157 clients. They include 76 high-net-worth individuals, 48 individual clients and 18 pooled investment vehicles. Of its assets, 99.5% ($1.69B across 474 accounts) are managed with discretion; $8.16M across 21 accounts are not. Of its clients, 1% are outside the U.S. It advised 4 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 31% | <1% |
| High-net-worth individuals | 48% | 33% |
| Pooled investment vehicles | 11% | 59% |
| Pension and profit-sharing plans | Fewer than 5 | 0% |
| Charitable organizations | 6% | 5% |
| Other client typesCorporations and other businesses | 3% | 2% |
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) | 48 | $14.6M | 0.9% | $305K |
| High-net-worth individuals | 76 | $563M | 33.2% | $7.41M |
| Pooled investment vehicles | 18 | $1B | 59.0% | $55.6M |
| Pension and profit-sharing plans | Fewer than 5 | $0 | 0.0% | — |
| Charitable organizations | 10 | $85M | 5.0% | $8.5M |
| Corporations and other businesses | 5 | $31.5M | 1.9% | $6.31M |
| Total | 157 | $1.69B | 100% | — |
- Clients
- 48
- Regulatory AUM
- $14.6M
- AUM share
- 0.9%
- Avg. per client
- $305K
- Clients
- 76
- Regulatory AUM
- $563M
- AUM share
- 33.2%
- Avg. per client
- $7.41M
- Clients
- 18
- Regulatory AUM
- $1B
- AUM share
- 59.0%
- Avg. per client
- $55.6M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 10
- Regulatory AUM
- $85M
- AUM share
- 5.0%
- Avg. per client
- $8.5M
- Clients
- 5
- Regulatory AUM
- $31.5M
- AUM share
- 1.9%
- Avg. per client
- $6.31M
Total
- Clients
- 157
- Regulatory AUM
- $1.69B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 4
- Private funds advised
- 16
- Financial planning clients last fiscal year
- 101–250
Corundum Group is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Corundum Holdings, Inc. owns 75% or more of Corundum Group and is in turn owned by Ronald Johnson (25–50%). The leadership team of Corundum Group includes President John Foss and Chief Compliance Officer Melissa Starr. It has 12 employees, 11 of them in advisory roles.
Staff
- 12 employees
- 11 in advisory functions
- 6 state-registered reps
- Owns 75% or more of Corundum Group, Inc.
Corundum Holdings, Inc.
Control person · since April 2006
- Owns 25% to 50% of Corundum Holdings, Inc.
Ronald Johnson
Control person · since April 2006
Corundum Group’s regulatory assets grew 1.7× from $1B (June 2021) to $1.69B (July 2026); clients rose from 139 to 157 and employees fell from 16 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $1.69B | 157 | 12 | 1 |
| Jul 2025July 2025 | $1.54B | 150 | 11 | 1 |
| Apr 2024April 2024 | $1.41B | 140 | 11 | 1 |
| Aug 2023August 2023 | $1.3B | 179 | 11 | 2 |
| Apr 2022April 2022 | $1.28B | 166 | 15 | 2 |
| Jun 2021June 2021 | $1B | 139 | 16 | 2 |
Besides its headquarters, Corundum Group has 0 offices, with 1 listed address in 1 state.
Colorado · 1 listed address
- 1 South Nevada, Suite 200, Colorado SpringsHQ
Contact and registration details
- Legal name
- Corundum Group, Inc.
- Headquarters
- 1 South Nevada, Suite 200, Colorado Springs, CO 80903
- Website
- corundumgroup.com
- Phone
- 719-228-1080
- @the-corundum-group-colorado
- SEC file
- 801-42281
- Structure
- Colorado corporation
- Fiscal year end
- December
Corundum Group’s named custodian for separately managed accounts is RBC Capital Markets ($434M). Corundum Group has custody of $1.52B for 104 clients.
- RBC Capital MarketsRBC Capital Markets, LLC · St. Cloud, MN · $434M100%
At year end, Corundum Group’s separately managed accounts were largely in stocks (36%) and funds (34%). Its reported 13F holdings for the quarter ended 30 June 2026 total $337M across 112 positions; the largest are iShares Russell 1000 Growth ET (12.6%), iShares Russell 1000 Value ETF (12.0%) and iShares MSCI Eafe ETF (5.1%).
What the accounts hold
- Stocks36%
- Funds34%
- Bonds8%
- State and local bonds6%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash13%
- Other9%
- Private loans, closely held stock9%
How many clients does Corundum Group have?
Corundum Group has 157 clients and manages $1.69 billion for them, as of July 2026. They include 76 high-net-worth individuals, 48 individual clients and 18 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 July 2026
What services does Corundum Group offer?
Corundum Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Corundum Group use?
Corundum Group’s separately managed account assets are held at RBC Capital Markets, LLC (St. Cloud, MN), with $434M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 July 2026
How many financial advisors does Corundum Group have?
Corundum Group has 6 investment adviser representatives registered with state securities authorities, out of 12 employees, and 11 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 Corundum Group invest in?
At the end of its last fiscal year, Corundum Group’s separately managed accounts held 36% exchange-traded equities, 34% pooled vehicles (private funds and similar), 13% cash and equivalents, 9% other, 6% state and local bonds, 1% U.S. government and agency bonds and 1% investment grade corporate bonds. The 9% other category is described as: Private Loans, Closely Held Stock. It advises 16 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Corundum Group?
Corundum Group is owned through a holding company by Ronald Johnson. Its direct owner is Corundum Holdings, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 15 July 2026
How does Corundum Group get paid?
Corundum Group is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions 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 Corundum Group?
Corundum Group’s main office is at 1 South Nevada, Suite 200, Colorado Springs, CO 80903. Its phone number is 719-228-1080. Its website is corundumgroup.com.