Aubrey B Coleman
Investment adviser representative at On Investment Management Co
22 yearsExperience
12 statesRegistered in
CFP® certificationDesignation
$3.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- On Investment Management CoDec 2018 to now
- The On Equity Sales CompanyDec 2018 to now
- Fiscal Fitness Clubs of America, LLCMar 2017 to Dec 2018
- Rea Capital Management, LLCJun 2006 to Apr 2017
- The O.N. Equity Sales CompanyNov 2004 to Dec 2016
- Retirement & Estate AdvisorsJun 2004 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 12 states (AK, AZ, CA, CO, FL, IA, MO, MT, NC, NM, WA, WY).
On Investment Management Co
$3.2BAssets managed
9,568Clients
195Advisers
54 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
- 4855138
- Firm CRD
- 105662