# Bruce Colin and Company

> Bruce Colin and Company is an SEC-registered investment advisory firm, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 118035
- Filed as: BRUCE COLIN AND COMPANY
- Legal name: Colin, Bruce TED
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/118035
- AdvisorCensus page: https://advisorcensus.com/firm/bruce-colin-and-company-118035

## Quick answers

**How is Bruce Colin and Company compensated?**
On its Form ADV (Item 5.E, October 2026), Bruce Colin and Company reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Bruce Colin and Company charge?**
Its Form ADV Part 2A brochure dated April 30, 2026 states: Hourly rate: $400 an hour (Hourly planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Bruce Colin and Company registered with the SEC or a state?**
Bruce Colin and Company is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 118035.

**How much does Bruce Colin and Company manage?**
Bruce Colin and Company reports $228,518,179 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (0% discretionary).

**How have Bruce Colin and Company's assets and staff changed since 2021?**
In the Form ADV data for Bruce Colin and Company: Regulatory assets under management: $138,056,493 in the October 2021 data and $228,518,179 in the October 2026 data, up 66%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bruce Colin and Company serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (28).

**Which custodians does Bruce Colin and Company use?**
Bruce Colin and Company's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Bruce Colin and Company report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/118035

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 30, 2026)

- Hourly rate: $400 an hour (Hourly planning)

> Hourly planning will be provided at a rate of $400 per hour, with payment due upon presentation of an invoice.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $228,518,179
- Discretionary: $0
- Non-discretionary: $228,518,179

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $2,076,675 |
| High net worth individuals | 28 | $226,441,504 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- colinwm.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $138,056,493 | 1 | March 4, 2021 |
| October 2022 | $222,092,828 | 1 | February 24, 2022 |
| October 2023 | $196,686,611 | 1 | March 17, 2023 |
| October 2024 | $211,863,813 | 1 | March 15, 2024 |
| October 2025 | $215,964,337 | 1 | February 25, 2025 |
| October 2026 | $228,518,179 | 1 | April 30, 2026 |

Regulatory assets under management: $138,056,493 in the October 2021 data and $228,518,179 in the October 2026 data, up 66%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bruce Colin and Company (CRD 118035): Form ADV filing data as of October 2026.