MCCOLLUM INVESTMENT ADVISORS

MCCOLLUM INVESTMENT ADVISORS of DAYTON, OH is an SEC-registered investment adviser (CRD 307225). Regulatory assets under management: $63.7M.

Registration

• CRD: 307225
• Type: Registered investment adviser
• Location: 8087 WASHINGTON VILLAGE DRIVE, DAYTON, OH, 45458
• Phone: 937-435-7070
• Latest filing: 2026-03-16
• Regulatory AUM: $63.7M
• Discretionary AUM: $63.7M
• Clients: 2
• Accounts: 222

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307225 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search