# JAMES A. COLLEY, INC.

JAMES A. COLLEY, INC. of LAKE PLACID, FL is an SEC-registered investment adviser.

## Registration

- CRD: 141794
- Type: SEC-registered investment adviser
- Location: 505 W. INTERLAKE BLVD., LAKE PLACID, FL, 33852
- Phone: 863-465-6473
- Latest filing: 2026-03-11
- Regulatory AUM: $31.9M
- Discretionary AUM: $31.4M
- Non-discretionary AUM: $529K
- Clients: 1
- Accounts: 70

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141794/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141794/similar
- Related entities: https://search.stillhousedata.com/firm/141794/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141794

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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.