# The Coleridge Group LLC

> The Coleridge Group LLC is a state-registered investment advisory firm in Phoenix, AZ, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 21, 2026.

- CRD: 108335
- Filed as: THE COLERIDGE GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Phoenix, AZ
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/108335
- AdvisorCensus page: https://advisorcensus.com/firm/the-coleridge-group-llc-phoenix-az-108335

## Quick answers

**How is The Coleridge Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), The Coleridge Group LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is The Coleridge Group LLC located?**
The Coleridge Group LLC's principal office is in Phoenix, AZ, according to its Form ADV.

**Is The Coleridge Group LLC registered with the SEC or a state?**
The Coleridge Group LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 108335.

**How much does The Coleridge Group LLC manage?**
The Coleridge Group LLC reports $56,007,155 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (100% discretionary).

**What types of clients does The Coleridge Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); high net worth individuals (18).

**Does The Coleridge 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/108335

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $56,007,155
- Discretionary: $56,007,155
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $9,960,771 |
| High net worth individuals | 18 | $45,684,585 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $31,343 |
| Charitable organizations | Fewer than 5 | $330,456 |

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

### Firm details
- Registered since: 2012 (13 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- coleridgegroup.com
- Facebook @thecoleridgegroup
- Instagram @thecoleridgegroup
- LinkedIn @the-coleridge-group

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Coleridge Group LLC (CRD 108335): Form ADV filing data as of October 2026.