RIA Intel›Advisers›New York›COLEMAN, CHRISTOPHER MICHAEL

COLEMAN, CHRISTOPHER MICHAEL

Advisory

ROCHESTER, NY

Data as of Mar 29, 2026 · Source: SEC Form ADV

Rank in NY

#5,058

of 5,722 advisers by AUM

Average account

$207K

across 95 accounts

AUM per adviser

$20M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 29, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients44

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

44 clients

8 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

FINANCIAL EDUCATIONAL ADVISORS.LLC

GARDEN CITY, NY

$20M

DLB WEALTH ADVISORS LLC

$20M

DLJ GROWTH CAPITAL, INC.

$20M

GREENLIFE ADVISORS, LLC

$20M

EDLY ADVISORS LLC

WHITE PLAINS, NY

$20M

FIERRO, CHRISTOPHER P

$20M

Get the full picture on COLEMAN, CHRISTOPHER MICHAEL

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track COLEMAN, CHRISTOPHER MICHAEL and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans