SourcingSourcing

MCCOLLUM CHRISTOFERSON GROUP, LLC

B58
CRD 268812·SEC 801-106540·AMHERST, NY
AUM
$415.8M
$100M-$500M
Est. Revenue
$4.2M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$10.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MCCOLLUM CHRISTOFERSON GROUP, LLC
CRD
268812
SEC file #
801-106540
EIN
454004189
DBA names
—

Economics

AUM
$415.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$291.7M → $415.8M▲ +43%
Client mix
Individuals Other213
Individuals High Net Worth124
Charitable Organizations9
Pension Profit Sharing Plans2
Corporations2

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
AMHERST NY
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
mccollum-christoferson.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHRISTOFERSON, KATHERINE, ANN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
CHRISTOFERSON, KATHERINE, ANN
Fallon Cornwell, Amanda, Lenore
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
MCCOLLUM-CHRISTOFERSON.COM
Rdap Domain Creation Date
2008-04-27T19:55:26Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001727573
Edgar Registered
Yes
Edgar Filing Count
37
Edgar First Filing Date
2018-01-18
Edgar Last Filing Date
2026-04-10
Edgar 13f Count
34
Edgar 13f Latest AUM Estimate
Filing Date2026-04-10
Accession0001727573-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
500 CORPORATE PARKWAYSUITE 210AMHERST, NY 14223
Business
500 CORPORATE PARKWAYSUITE 210AMHERST, NY 14223
Edgar EIN
454004189
Edgar Recent Filings
13F-HR2026-04-10 · 0001727573-26-000004
13F-HR2026-01-09 · 0001727573-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-04-27T19:55:26Z
Rdap Domain Last Changed
2026-02-26T07:45:10Z
Rdap Nameservers
Ns19.worldnic.comNs20.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1133584
Trust Company Affiliate
No

People (5)

5
CHRISTOFERSON, KATHERINE, ANN
IAR · Direct Owner · 87.5%
1133584
Fallon Cornwell, Amanda, Lenore
Executive Officer · 2.5%
7004876
JAFFE, ALLISON, GAIL
Executive Officer · 2.5%
2391256
Matthew Brian Johnson
IAR
7591625
WILLIAM RICHARD DEACON
IAR
2227302