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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

COLMAN KNIGHT ADVISORY GROUP, LLC

CRD 119696

ACTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fd5c06b3-ebca-3606-bd7a-494ae85d7f17

Data as of Jun 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Mar 30, 2012 to Jun 12, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $188MItem 5.F on the latest filing (2026-06-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $167M
Private client RAUM: $185MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $37.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 4
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 441
Individual clients: 71
High net worth clients: 51
SEC number: 801-61940
CRD: 119696
Filings on the tape: 22
First filed: Mar 30, 2012
Latest filed: Jun 12, 2026
Organised: Limited Liability Company, DE
Website: colmanknight.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RICHARD KEITH COLMAN	n/a	Acton, MA	32	38	n/a	no
MARC GERALD BERMAN	Certified Financial Planner	Acton, MA	21	28	n/a	no
Joseph James Knight Colman	Certified Financial Planner	ACTON, MA \| Baltimore, MD	6	13	n/a	no
David Kwasi Manteau	Certified Financial Planner\|Chartered Financial Analyst	ACTON, MA	3	20	5	no
MICHELLE LYNN CONTOIS	n/a	ACTON, MA	1	25	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COLMAN, GAYLE, KNIGHT	CO-CEO	C	yes	01/2003	Mar 30, 2012	Mar 27, 2024
Colman, Joseph, James Knight	President	B	yes	12/2018	Feb 28, 2019	Mar 27, 2024
COLMAN, RICHARD, KEITH	CHIEF COMPLIANCE OFFICER, CO-CEO	C	yes	01/2003	Mar 30, 2012	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
RICHARD COLMAN	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 22, 2026	$188M	$167M	8	4	3	n/a	n/a
2024	Feb 12, 2025	$175M	$34.1M	5	5	3	n/a	n/a
2023	Mar 27, 2024	$152M	$28.7M	5	5	3	n/a	n/a
2022	Feb 1, 2023	$129M	$24.3M	4	4	2	n/a	n/a
2021	Mar 2, 2022	$158M	$29.4M	5	5	0	n/a	n/a
2020	Mar 25, 2021	$154M	$0	5	5	0	n/a	n/a
2019	Mar 12, 2020	$133M	$0	5	5	0	n/a	n/a
2018	Feb 28, 2019	$112M	$0	4	4	0	n/a	n/a
2017	Mar 20, 2018	$115M	$0	4	4	0	n/a	n/a
2016	Feb 23, 2017	$106M	$0	4	4	n/a	n/a	n/a
2015	Mar 31, 2016	$105M	$0	7	4	n/a	n/a	n/a
2014	Mar 31, 2015	$92.0M	$0	7	4	n/a	n/a	n/a
2013	Mar 31, 2014	$99.6M	$0	7	4	n/a	n/a	n/a
2012	Mar 28, 2013	$96.3M	$0	4	4	n/a	n/a	n/a
2011	Mar 30, 2012	$91.3M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$188M	$175M	7.1%	$129M	13.4%	8	5	4	3

Relationships

Registered with (6)

← MICHELLE LYNN CONTOISAdvisorregistration: current employment
May 29, 2025 to presentfactForm ADV
← David Kwasi ManteauAdvisorregistration: current employment
Oct 5, 2022 to presentfactForm ADV
← Joseph James Knight ColmanAdvisorregistration: current employment
Jan 23, 2020 to presentfactForm ADV
← MARC GERALD BERMANAdvisorregistration: current employment
Oct 21, 2004 to presentfactForm ADV
← RICHARD KEITH COLMANAdvisorregistration: current employment
Apr 19, 1994 to presentfactForm ADV
← CHRISTOPHER ROBERT MACBEANAdvisorregistration: previous registration
Dec 13, 2012 to Oct 6, 2014factForm ADV

Controls (3)

← COLMAN, GAYLE, KNIGHTOwnerCO-CEO, ownership code C, individual
Mar 30, 2012 to Mar 27, 2024factForm ADV
← COLMAN, RICHARD, KEITHOwnerCHIEF COMPLIANCE OFFICER, CO-CEO, ownership code C, individual
Mar 30, 2012 to Mar 27, 2024factForm ADV
← Colman, Joseph, James KnightOwnerPRESIDENT, ownership code B, individual
Feb 28, 2019 to Mar 27, 2024factForm ADV

Dated events

Occurred
Feb 28, 2019
Control person joined
James Knight Joseph Colman (Member) appeared on Schedule A of Colman Knight Advisory Group, Llc
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fd5c06b3-ebca-3606-bd7a-494ae85d7f17
First observed: Mar 30, 2012
Last observed: Jun 12, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

COLMAN KNIGHT ADVISORY GROUP, LLC

CRD 119696

ACTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fd5c06b3-ebca-3606-bd7a-494ae85d7f17

Data as of Jun 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:39 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RICHARD KEITH COLMAN

n/a

Acton, MA

n/a

MARC GERALD BERMAN

Certified Financial Planner

Acton, MA

n/a

Joseph James Knight Colman

Certified Financial Planner

ACTON, MA | Baltimore, MD

n/a

David Kwasi Manteau

Certified Financial Planner|Chartered Financial Analyst

ACTON, MA

MICHELLE LYNN CONTOIS

n/a

ACTON, MA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COLMAN, GAYLE, KNIGHT

CO-CEO

yes

01/2003

Mar 30, 2012

Mar 27, 2024

Colman, Joseph, James Knight

President

yes

12/2018

Feb 28, 2019

Mar 27, 2024

COLMAN, RICHARD, KEITH

CHIEF COMPLIANCE OFFICER, CO-CEO

yes

01/2003

Mar 30, 2012

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

RICHARD COLMAN

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 22, 2026

$188M

$167M

n/a

2024

Feb 12, 2025

$175M

$34.1M

n/a

2023

Mar 27, 2024

$152M

$28.7M

n/a

2022

Feb 1, 2023

$129M

$24.3M

n/a

2021

Mar 2, 2022

$158M

$29.4M

n/a

2020

Mar 25, 2021

$154M

n/a

2019

Mar 12, 2020

$133M

n/a

2018

Feb 28, 2019

$112M

n/a

2017

Mar 20, 2018

$115M

n/a

2016

Feb 23, 2017

$106M

n/a

2015

Mar 31, 2016

$105M

n/a

2014

Mar 31, 2015

$92.0M

n/a

2013

Mar 31, 2014

$99.6M

n/a

2012

Mar 28, 2013

$96.3M

n/a

2011

Mar 30, 2012

$91.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$188M

$175M

7.1%

$129M

13.4%