COLOMB INVESTMENT MANAGEMENT COMPANY, LLC

C43
CRD 140088·SEC 801-130417·METAIRIE, LA
AUM
$4.7M
<$25M
Est. Revenue
$47K
@ 1% on AUM
Est. EBITDA
$14K
@ 30% margin
Est. Deal Value
$112K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COLOMB INVESTMENT MANAGEMENT COMPANY, LLC
CRD
140088
SEC file #
801-130417
EIN
DBA names

Economics

AUM
$4.7M
AUM band
<$25M
AUM trajectory
'25'26
$2.0M → $4.7M▲ +133%
Client mix
Individuals Other32

Operations

Employees (total)
8
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'25'26
9 advisors → 8 advisors▼ -11%
Primary office
METAIRIE LA
Branches

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COLOMB, ROBERT, LOUIS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
COLOMB, ROBERT, LOUIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
COLOMBIM.COM
Rdap Domain Creation Date
2017-03-30T14:38:38Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2196
Soi Zip Pct 200k Plus
0.0691
Soi Zip Returns 200k Plus
1,190
Soi Zip Total AGI
1,370,767
Fdic Zip Total Deposits
7,009,514,000
Fdic Zip Branch Count
102
Fdic Zip Top Banks
Metairie Bank & Trust Company
Capital One, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Altruist4
E*trade4
Fdic Zip Branches Raw
Metairie Bank & Trust CompanyMetairie, LA
Hibernia National BankMetairie, LA
Fdic Zip HHI
1459.08
Fdic Zip Top Bank Share Pct
22.84
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-03-30T14:38:38Z
Rdap Domain Last Changed
2023-03-01T17:41:49Z
Rdap Nameservers
Ns49.domaincontrol.comNs50.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI66,159
Returns5,380
Stub 2
AGI148,817
Returns4,060
Stub 3
AGI155,122
Returns2,530
Soi Zip Total Business Income
59,437
Soi Zip Total Cap Gains
48,356
Soi Zip Total Dividends
33,614
Soi Zip Total Returns
17,210
Top Owner CRD
2220556
Trust Company Affiliate
No