COLEMAN ADVISORY, LLC

COLEMAN ADVISORY, LLC is an SEC-registered investment adviser (CRD 290642). Regulatory assets under management: $32.1M.

Registration

• CRD: 290642
• Type: Registered investment adviser
• Phone: 843-991-9180
• Latest filing: 2026-07-31
• Regulatory AUM: $32.1M
• Discretionary AUM: $31.4M
• Non-discretionary AUM: $775K
• Clients: 1
• Accounts: 61

Business model

Compensation: % of AUM, Hourly, Commissions.

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 290642 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search