# COLTON GROOME FINANCIAL ADVISORS, LLC

COLTON GROOME FINANCIAL ADVISORS, LLC of ASHEVILLE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 128365
- Type: SEC-registered investment adviser
- SEC file number: 801-113274
- Location: 1127-B HENDERSONVILLE ROAD, ASHEVILLE, NC, 28803
- Phone: 828-252-1816
- Latest filing: 2026-04-01
- Regulatory AUM: $724.9M
- Discretionary AUM: $707.2M
- Non-discretionary AUM: $17.7M
- Clients: 18
- Accounts: 1,096

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| George Tatum Groome | CO-CEO; OWNER | — |
| Matthew Lindsay Groome | CO-CEO; OWNER | — |
| Taylor Bell Poteat | CCO & COO | — |
| GROOME GEORGE MORROW | BOARD CHAIR; OWNER | — |
| LARSEN COLIN SVEND | CCO/DIRECTOR PERSONAL FINANCIAL STRATEGIES | — |
| GROOME GEORGE TATUM | CO-CEO; OWNER | — |
| GROOME MATTHEW LINDSAY | CO-CEO; OWNER | — |
| Bell Taylor Marks | CCO & COO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128365/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128365/similar
- Related entities: https://search.stillhousedata.com/firm/128365/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128365

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.