Skip to content

Richard Keith Colman

Investment adviser representative at Colman Knight Advisory Group, LLC
38 yearsExperience
5 statesRegistered in
$187.7MFirm assets
23 yearsFirm in business

Are you Richard Keith Colman? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

HourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

38 years in the industry.

  1. Colman Knight Advisory Group, LLCApr 1994 to now
  2. Colman Knight Advisory Group, LLC (f/k/a Colman Knight Adv. Grp)Jun 1988 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2015

State registrations

Registered as an investment adviser representative in 5 states (MA, ME, NH, SC, TX).

Colman Knight Advisory Group, LLC

$187.7MAssets managed
127Clients
5Advisers
23 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4624978
Firm CRD
119696
Advisor's SEC record (opens in a new tab)
CallContact this firm