COLMAN KNIGHT ADVISORY GROUP, LLC
B50
CRD 119696·SEC 801-61940·ACTON, MA
AUM
$187.7M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$563K
@ 30% margin
Est. Deal Value
$4.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $112.1M
'21 · $133.2M
'22 · $154.1M
'23 · $157.6M
'25 · $175.2M
'26 · $187.7M
'20'26
$112.1M → $187.7M▲ +67%
Client mix
| Individuals Other | 71 |
| Individuals High Net Worth | 51 |
| Corporations | 3 |
| Pension Profit Sharing Plans | 1 |
| Charitable Organizations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 5 advisors
'22 · 5 advisors
'23 · 4 advisors
'25 · 5 advisors
'26 · 4 advisors
'20'26
4 advisors → 4 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited