COLMINA, LLC

Overview

Colmina, LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm runs a fee schedule that includes a percentage-of-AUM component plus hourly and fixed-fee arrangements, which allows them to work with both ongoing advisory relationships and project-based planning engagements. Colmina identifies as an active ESG investor, indicating environmental, social, and governance factors are integrated into at least some portfolio decisions. Their asset allocation emphasis includes a significant tilt toward exchange-traded equities alongside traditional mutual funds, with selective use of third-party alternative managers in real estate and commodities. Colmina manages exclusively discretionary assets, which suggests the firm implements model or customized strategies on behalf of clients once objectives and constraints are agreed. The client base is concentrated: their population is predominantly high-net-worth individuals and families rather than institutional or retirement-plan sponsors. Advisory activities center on personalized financial planning paired with portfolio management for individuals and small businesses.

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