COLEFP

COLEFP is an SEC-registered investment adviser (CRD 132562). Regulatory assets under management: $89.2M.

Registration

• CRD: 132562
• Type: Registered investment adviser
• Phone: 205-477-5118
• Latest filing: 2026-07-01
• Regulatory AUM: $89.2M
• Discretionary AUM: $63.7M
• Non-discretionary AUM: $25.5M
• Clients: 2
• Accounts: 261

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132562 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search