# Cole Investment Advisors, Inc.

> Cole Investment Advisors, Inc. is a state-registered investment advisory firm, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 124264
- Filed as: COLE INVESTMENT ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/124264
- AdvisorCensus page: https://advisorcensus.com/firm/cole-investment-advisors-inc-124264

## Quick answers

**How is Cole Investment Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Cole Investment Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Cole Investment Advisors, Inc. registered with the SEC or a state?**
Cole Investment Advisors, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 124264.

**How much does Cole Investment Advisors, Inc. manage?**
Cole Investment Advisors, Inc. reports $3,860,192 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Cole Investment Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); high net worth individuals (1).

**Does Cole Investment Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/124264

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $3,860,192
- Discretionary: $3,860,192
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $2,381,854 |
| High net worth individuals | 1 | $1,478,338 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cole Investment Advisors, Inc. (CRD 124264): Form ADV filing data as of October 2026.