# Colloquium Asset Management, Inc.

> Colloquium Asset Management, Inc. is a state-registered investment advisory firm in Novi, MI, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 19, 2026.

- CRD: 304446
- Filed as: COLLOQUIUM ASSET MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Novi, MI
- Filing period: October 2026
- Form ADV filing dated: April 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304446
- AdvisorCensus page: https://advisorcensus.com/firm/colloquium-asset-management-inc-novi-mi-304446

## Quick answers

**How is Colloquium Asset Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Colloquium Asset Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Colloquium Asset Management, Inc. located?**
Colloquium Asset Management, Inc.'s principal office is in Novi, MI, according to its Form ADV.

**Is Colloquium Asset Management, Inc. registered with the SEC or a state?**
Colloquium Asset Management, Inc. is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304446.

**How much does Colloquium Asset Management, Inc. manage?**
Colloquium Asset Management, Inc. reports $4,897,967 in regulatory assets under management in its Form ADV filing dated April 19, 2026 (0% discretionary).

**What types of clients does Colloquium Asset Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35).

**Does Colloquium Asset Management, 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/304446

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,897,967
- Discretionary: $0
- Non-discretionary: $4,897,967

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $4,466,020 |
| High net worth individuals | Fewer than 5 | $431,947 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Colloquium Asset Management, Inc. (CRD 304446): Form ADV filing data as of October 2026.