RIA Intel›Advisers›Arizona›THE COLERIDGE GROUP LLC

THE COLERIDGE GROUP LLC

Advisory

PHOENIX, AZ

Data as of Aug 21, 2026 · Source: SEC Form ADV

Rank in AZ
#364
of 387 advisers by AUM
AUM change, 1 year
-17.6%
23rd percentile in AZ
AUM CAGR, 3 year
-5.3%
compound annual growth
Average account
$528K
across 106 accounts
AUM per adviser
$56M
1 adviser
Filing history
21
filings since 2001

Source: SEC Form ADV. Figures as filed Aug 21, 2026.

Total AUM
$56M
1-Year AUM Growth
-17.6%
3-Year CAGR
-5.3%
Employees
2
Assets Under Management
Total AUM$56M
Discretionary AUM$56M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients39
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record21
First FilingJan 30, 2001
Latest FilingAug 21, 2026
Full AUM trend chart and 21 historical filings spanning 25+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, CA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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