# Colbert Investment Management Co

> Colbert Investment Management Co is an SEC-registered investment advisory firm in Miami, FL, registered since 1997, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 108642
- Filed as: COLBERT INVESTMENT MANAGEMENT CO
- Also doing business as: COLBERT INVESTMENT MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108642
- AdvisorCensus page: https://advisorcensus.com/firm/colbert-investment-management-co-miami-fl-108642

## Quick answers

**How is Colbert Investment Management Co compensated?**
On its Form ADV (Item 5.E, October 2026), Colbert Investment Management Co reports these compensation arrangements: a percentage of assets under its management.

**Where is Colbert Investment Management Co located?**
Colbert Investment Management Co's principal office is in Miami, FL, according to its Form ADV.

**Is Colbert Investment Management Co registered with the SEC or a state?**
Colbert Investment Management Co is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 108642.

**How much does Colbert Investment Management Co manage?**
Colbert Investment Management Co reports $295,841,392 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Colbert Investment Management Co's assets and staff changed since 2021?**
In the Form ADV data for Colbert Investment Management Co: Regulatory assets under management: $246,561,027 in the October 2021 data and $295,841,392 in the October 2026 data, up 20%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Colbert Investment Management Co serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (143); sovereign wealth funds and foreign official institutions (1).

**Which custodians does Colbert Investment Management Co use?**
Colbert Investment Management Co's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Colbert Investment Management Co 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/108642

**What changed in Colbert Investment Management Co's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $191,541,556 to $295,841,392 (+54%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $295,841,392
- Discretionary: $295,841,392
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 143 | $59,370,206 |
| Sovereign wealth funds and foreign official institutions | 1 | $236,471,186 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1997 (29 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- colbertinvestment.com
- LinkedIn @colbertinvestmentmanagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $246,561,027 | 3 | March 22, 2021 |
| October 2022 | $251,707,357 | 3 | March 31, 2022 |
| October 2023 | $224,119,771 | 3 | September 1, 2023 |
| October 2024 | $177,714,069 | 3 | March 25, 2024 |
| October 2025 | $191,541,556 | 2 | March 17, 2025 |
| October 2026 | $295,841,392 | 3 | March 18, 2026 |

Regulatory assets under management: $246,561,027 in the October 2021 data and $295,841,392 in the October 2026 data, up 20%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $191,541,556 to $295,841,392 (+54%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Colbert Investment Management Co (CRD 108642): Form ADV filing data as of October 2026.