# VON Colln Financial Group

> VON Colln Financial Group is a state-registered investment advisory firm in Ogden, UT, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 284481
- Filed as: VON COLLN FINANCIAL GROUP
- Legal name: Jeff von Colln PC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ogden, UT
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284481
- AdvisorCensus page: https://advisorcensus.com/firm/von-colln-financial-group-ogden-ut-284481

## Quick answers

**How is VON Colln Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), VON Colln Financial Group reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is VON Colln Financial Group located?**
VON Colln Financial Group's principal office is in Ogden, UT, according to its Form ADV.

**Is VON Colln Financial Group registered with the SEC or a state?**
VON Colln Financial Group is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284481.

**How much does VON Colln Financial Group manage?**
VON Colln Financial Group reports $101,358,507 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**What types of clients does VON Colln Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (94); high net worth individuals (34); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Does VON Colln Financial Group 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/284481

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $101,358,507
- Discretionary: $101,358,507
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 94 | $37,674,383 |
| High net worth individuals | 34 | $57,823,086 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $1,780,079 |
| Charitable organizations | 1 | $1,713,683 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $2,367,276 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vcfinancialgroup.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. VON Colln Financial Group (CRD 284481): Form ADV filing data as of October 2026.