C
Colligan Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$70,183,574
Total clients
22
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
22
Average account size
$3,190,162
About
Colligan Advisory is a registered investment adviser that provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, and estates. The firm reports roughly $70 million in assets under management across a small number of client relationships.
The adviser emphasizes strategic and tactical asset allocation and employs both fundamental and technical analysis to construct portfolios of domestic and international equities, mutual funds, ETFs, and bonds, generally with a long‑term orientation while allowing for shorter‑term reallocations. It also delivers written financial planning and consulting and addresses retirement account rollovers, stating it will act as an ERISA investment fiduciary when recommending rollovers.
Noteworthy for its size, the firm’s brochure highlights engagement with retirement plan rollovers and the potential to advise pension or profit‑sharing plan matters, an area relatively uncommon among similar independent advisers. The brochure also discloses institutional relationships with major custodians that provide research, technology, and platform support — a material operational feature the firm says informs its service model and creates a potential conflict of interest.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
College savings (529s, UTMA, etc.)
Fee options
0.30% to 1.00% annually (based on factors such as complexity, asset level, relationship)
$400 per hour (financial planning services)
Main office location
Colligan Advisory, LLC
Concord NH, United States
Number of offices
2
Most active in
Colligan Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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