RIA Intel›Advisers›Ohio›COLETTA CAPITAL, LLC

COLETTA CAPITAL, LLC

Advisory

WESTLAKE, OH

Data as of Feb 3, 2026 · Source: SEC Form ADV

Average account

$135K

across 53 accounts

AUM per adviser

$7M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients25

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH, TX

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

25 clients

2 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 OH

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

PRIORITY INVESTMENT MANAGEMENT LLC

$7M

PHASE LINE FINANCIAL LLC

$7M

DUPONT WEALTH SOLUTIONS, LLC

$7M

LYON CAPITAL STRATEGIES, INC.

$7M

GUSTAFSON, BAXTER FINANCIAL SERVICES, INC.

$7M

CITYFUND ADVISORY, INC.

$7M

Get the full picture on COLETTA CAPITAL, LLC

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

Create a free account →See plans