Mccollum Investment Advisors
Firm details
- Headquarters
- Dayton, Ohio
- CRD number
- 307225
- Website
- mccolluminvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI70.2%
- Individuals29.8%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mccollum Investment Advisors is an Ohio-based, independently operated LLC that serves individual and family clients. The firm is owner-managed and provides financial planning alongside discretionary portfolio management for individuals, small businesses, and institutions. Its fee model combines a percentage-of-AUM charge with the option for hourly billing. Mccollum does not present itself as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Micah McCollum
Managing PrincipalCRD 6675457
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dayton, OH
Montgomery
Location
Dayton, OH
Headquartered in Dayton, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.
- Metro area
- Dayton-Springfield-Kettering, OH
- Region
- Midwest
- County
- Montgomery
- Address
- 8087 Washington Village Dr
- Time zone
- ET (UTC-5)
- Office locations
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