MCCOLLUM INVESTMENT ADVISORS

Overview

Mccollum Investment Advisors is an independent RIA focused on discretionary portfolio management and financial planning for individual and family clients, with additional services for small businesses and institutional/business accounts. The firm favors equity-based strategies, using exchange-traded equities and separate managed accounts as the core building blocks of client portfolios. Its practice combines percentage-of-AUM fee arrangements with hourly billing for planning work, signaling a blend of ongoing investment management and project-based advisory services. The adviser is not positioned as an active ESG investor, does not present itself as a multi-state adviser, and does not act as a capital allocator. It uses third-party managers for certain alternative exposures, most notably real estate, rather than running internal private-investment platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices