# McCollum Christoferson Group, LLC

> McCollum Christoferson Group, LLC is an SEC-registered investment advisory firm in Amherst, NY, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 268812
- Filed as: MCCOLLUM CHRISTOFERSON GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Amherst, NY
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/268812
- AdvisorCensus page: https://advisorcensus.com/firm/mccollum-christoferson-group-llc-amherst-ny-268812

## Quick answers

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

**Where is McCollum Christoferson Group, LLC located?**
McCollum Christoferson Group, LLC's principal office is in Amherst, NY, according to its Form ADV.

**Is McCollum Christoferson Group, LLC registered with the SEC or a state?**
McCollum Christoferson Group, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 268812.

**How much does McCollum Christoferson Group, LLC manage?**
McCollum Christoferson Group, LLC reports $415,847,084 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have McCollum Christoferson Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for McCollum Christoferson Group, LLC: Regulatory assets under management: $443,227,390 in the October 2021 data and $415,847,084 in the October 2026 data, down 6%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does McCollum Christoferson Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (213); high net worth individuals (124); charitable organizations (9).

**Which custodians does McCollum Christoferson Group, LLC use?**
McCollum Christoferson Group, LLC'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 McCollum Christoferson Group, LLC 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/268812

## From the Form ADV filing

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

### 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: $415,847,084
- Discretionary: $415,847,084
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 213 | $78,826,455 |
| High net worth individuals | 124 | $328,680,478 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $2,275,887 |
| Charitable organizations | 9 | $4,959,574 |
| Corporations or other businesses not listed above | 2 | $1,104,690 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, GA, MN, NC, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $443,227,390 | 4 | March 4, 2021 |
| October 2022 | $509,795,227 | 5 | June 21, 2022 |
| October 2023 | $378,113,283 | 5 | March 29, 2023 |
| October 2024 | $421,081,162 | 6 | March 21, 2024 |
| October 2025 | $441,673,577 | 6 | March 26, 2025 |
| October 2026 | $415,847,084 | 6 | March 23, 2026 |

Regulatory assets under management: $443,227,390 in the October 2021 data and $415,847,084 in the October 2026 data, down 6%.
Total employees: 4 in October 2021 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McCollum Christoferson Group, LLC (CRD 268812): Form ADV filing data as of October 2026.