Coleman Advisory, LLC

Overview

Coleman Advisory, LLC is an independent registered investment adviser focused on serving individual and family clients, with a business model that combines financial planning, portfolio management for individuals and small businesses, and educational workshops. The firm operates as an insurance broker as well as an adviser, which aligns with its use of commissionable insurance products alongside advisory fees. Investment activity is heavily equity-oriented: the firm's asset mix is dominated by exchange-traded equities and the practice appears to favor direct equity and ETF exposure as the primary implementation vehicle. Coleman Advisory charges clients through a mix of percentage-of-assets fees, hourly consulting, and commissions, which supports a blend of ongoing portfolio management and transaction- or product-based work. Coleman Advisory is owner-operated and classified as an independent RIA. It does not identify as an active ESG investor, is not a multi-state adviser in its regulatory profile, and is not described as a capital allocator or pension consultant. The firm also runs educational programming as part of its client and community outreach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices