RIA Intel›Advisers›Florida›JAMES A. COLLEY, INC.

JAMES A. COLLEY, INC.

Advisory

LAKE PLACID, FL

Data as of Aug 24, 2026 · Source: SEC Form ADV

Rank in FL

#1,809

of 2,610 advisers by AUM

Average account

$456K

across 70 accounts

AUM per adviser

$32M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 24, 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$529K

Discretionary %98.3%

Total Clients24

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

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

24 clients

14 high-net-worth

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

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