RIA Intel›Advisers›North Carolina›COLEMAN ADVISORY, LLC

COLEMAN ADVISORY, LLC

Advisory

NC

Data as of Jul 31, 2026 · Source: SEC Form ADV

Average account

$527K

across 61 accounts

AUM per adviser

$32M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 31, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$32M

Discretionary AUM$31M

Non-Discretionary AUM$775K

Discretionary %97.6%

Total Clients35

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NC, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

35 clients

The full client-type breakdown and the share of AUM each category represents.

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