JAMES A. COLLEY, INC.

JAMES A. COLLEY, INC. of LAKE PLACID, FL is an SEC-registered investment adviser (CRD 141794). Regulatory assets under management: $31.9M.

Registration

• CRD: 141794
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141794 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search