Colligan Advisory, LLC

Overview

Colligan Advisory, LLC operates as an independent registered investment advisor focused on individuals and families, delivering financial planning and portfolio management services. The firm combines discretionary portfolio management with advisory engagements billed as a percentage of assets under management and hourly planning fees, indicating a blended client servicing model that accommodates both full-service investment relationships and advisory-only or project-based work. Investment activity centers on public funds and mutual funds as the primary building blocks for client portfolios, supplemented by selectively allocated alternative investments. The firm appears to favor a core-satellite approach: broad market exposures through pooled vehicles for the core allocation and access to hedge funds and private placements to add diversification, return streams, or private-market exposure where appropriate. Colligan Advisory manages primarily discretionary assets, suggesting portfolio decisions are typically delegated to the firm once client objectives are established. The client base is concentrated and high-net-worth in profile, which supports use of customized accounts and off-platform alternative investments for accredited clients. The firm does not identify as an active ESG investor and is organized as a single-office, individually owned limited liability company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices