COLOMB INVESTMENT MANAGEMENT COMPANY, LLC

Overview

Colomb Investment Management Company, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm is owned by an individual and operates across multiple states, serving primarily individual and family clients. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, and it also operates as an insurance broker. Investment approach is equity‑centric: filings show a clear preference for exchange‑traded equities as the primary allocation vehicle. The firm is designated a capital allocator, indicating it can place client assets with external managers when appropriate, but its visible portfolio footprint is concentrated in publicly traded equities and pooled funds rather than direct alternative investments. Fee arrangements are flexible — percentage of AUM, hourly, fixed fees and other structures are all used depending on client needs. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices