C
Colville Wealth Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$25,183,648
Clients
30
57% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
HighAverage account size
$839,455
About
Colville Wealth Advisory is a small independent advisory firm that manages roughly $25.7 million for about 30 clients, serving individuals, high-net-worth individuals, trusts, estates and corporations. The firm provides discretionary portfolio management and limited financial planning, and generally uses an institutional custodian platform for trade execution and custody.
At the outset of each client relationship the firm develops a Financial Profile and an Investment Plan and implements that plan on a discretionary basis. Portfolios are constructed primarily with mutual funds and ETFs, with some individual stocks and bonds, using fundamental analysis and a mix of long-term and short-term strategies; fixed income is used for liquidity or income needs.
The firm’s principal maintains concurrent financial-related businesses that are uncommon among peers: a public accounting practice that recently transferred most of its clients and now provides limited tax services on a contractor basis, and an affiliated real estate brokerage that may generate limited compensation. The firm also accepts corporate/business clients, a client type served by relatively few single-advisor independent firms, and generally limits certain conflicts by investing predominantly in open-end funds and ETFs and by not voting client proxies.
Client services
Portfolio management
Expertise
General retirement planning
Fee options
$0 - $250,000: 1.25% $250,001 - $500,000: 0.95% $500,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.70% $3,000,001 - $6,000,000: 0.54% $6,000,001 - $8,000,000: 0.48% $8,000,001+: 0.32%
Main office location
Colville Wealth Advisory, LLC
1901 Roxborough Road, Suite 101
Charlotte NC 28211-3482, United States
Number of offices
1
Most active in
Colville Wealth Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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