# Colligan Advisory, LLC

> Colligan Advisory, LLC is a state-registered investment advisory firm in Center Harbor, NH, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 23, 2026.

- CRD: 152580
- Filed as: COLLIGAN ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Center Harbor, NH
- Filing period: October 2026
- Form ADV filing dated: January 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152580
- AdvisorCensus page: https://advisorcensus.com/firm/colligan-advisory-llc-center-harbor-nh-152580

## Quick answers

**How is Colligan Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Colligan Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Colligan Advisory, LLC located?**
Colligan Advisory, LLC's principal office is in Center Harbor, NH, according to its Form ADV.

**Is Colligan Advisory, LLC registered with the SEC or a state?**
Colligan Advisory, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 152580.

**How much does Colligan Advisory, LLC manage?**
Colligan Advisory, LLC reports $70,183,574 in regulatory assets under management in its Form ADV filing dated January 23, 2026 (97% discretionary).

**What types of clients does Colligan Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (22).

**Does Colligan Advisory, LLC 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/152580

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $70,183,574
- Discretionary: $68,283,574
- Non-discretionary: $1,900,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 22 | $68,283,574 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,900,000 |

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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH
- 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. Colligan Advisory, LLC (CRD 152580): Form ADV filing data as of October 2026.