James A. Colley, Inc.

Overview

James A. Colley, Inc. is an independent registered investment adviser focused on serving individual and family clients, with an owner-operated structure. The firm’s advisory work centers on financial planning and direct portfolio management for individuals and small businesses. Fee arrangements combine a percentage of assets under management and hourly charges, reflecting a mix of ongoing portfolio services and discrete planning engagements. Investment activity is weighted toward publicly traded equities and exchange-traded products, with equities listed as the firm’s primary preference. The firm is not positioned as a multi-state or ESG-focused adviser and does not act as a pension consultant or related adviser. Portfolio management appears to be primarily discretionary, indicating the firm typically exercises delegated investment authority for client accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices