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Colomb Investment Management Company, LLC

Updated today

Client assets under management

$4,651,207

Clients

32

0% high-net worth

Advisors

8

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

4

Very Low

Average account size

$145,350

About

Colomb Investment Management Company, LLC provides personalized, fee-based investment management, financial planning, and non‑discretionary retirement plan consulting to individuals, retirement plans, trusts, estates and small businesses. The firm reports managing approximately $4.65 million on a discretionary basis and providing oversight for roughly $213.8 million managed by contracted third‑party managers.

The firm implements long‑term, strategic portfolios grounded in Modern Portfolio Theory, the Efficient Market Hypothesis, and factor models, and commonly delegates investment implementation to third‑party managers in co‑advisory arrangements. Client relationships are tailored through an initial assessment, and CIMCO may accept discretionary authority subject to written client limits and periodic review.

Distinctive features include maintaining multiple offices (eight) while serving a relatively small direct client base and modest directly managed AUM, and a business model that emphasizes co‑advisory and oversight of substantially more third‑party‑managed assets than it directly manages. The founder is licensed to offer insurance products through the firm and receives customary commissions for those sales (also noted that some associated persons sell insurance through unaffiliated entities), and the firm’s stated client types and $100,000 account minimum do not emphasize high‑net‑worth individuals.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Income planning Wealth management Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Financial planning services fixed fees ranging from $1,500 to $5,000; Retirement plan consulting initial fixed fee up to $1,500

Percentage

0% - 2% annually depending on engagement scope and manager use (1.5% maximum for internally managed accounts)

Project-based

$100 - $300 per hour for financial planning services

Other

Account minimum: $100,000 Fee-only: Financial planning fixed fees $1,500 - $5,000 or hourly $100 - $300/hour; Retirement plan consulting fixed fee up to $1,500 plus ongoing up to 1% of assets under advisement

Main office location

Colomb Investment Management Company, LLC

3636 South Interstate 10 Service Road, Suite 214

Metairie LA 70001, United States

Number of offices

8

Most active in

Alabama · Arizona · California · Connecticut · Florida · Georgia · Indiana · Louisiana · Maine · Maryland · Massachusetts · Mississippi · New Hampshire · New Jersey · New York · North Carolina · South Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Robert C

Series 63, Series 65

Metairie, LA

Colomb Investment Management Company, LLC

Robert Colomb is a financial advisor with Colomb Investment Management Company, LLC, holding Series 63 and Series 65 registrations and 15 years of industry experience. He has been with Colomb Investment Management Co, LLC since 2006. Outside of his advisory role, he owns and operates a non-investment related payroll services business. Colomb Investment Management Company, LLC provides personalized investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and factor models, often utilizing strategic allocations with occasional tactical adjustments.

General retirement planning Income planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Thomas W

ChFC®, Series 63, Series 65

Daphne, AL

Colomb Investment Management Company, LLC

Thomas Webb is a financial advisor at Colomb Investment Management Company, LLC with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at McBryar Advisory Services, Park Avenue Securities, and Guardian Life Insurance Company. Webb also owns Webb Financial Strategies, which provides retirement and estate planning insurance products and services. Colomb Investment Management Company offers personalized, fee-based investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm’s investment approach focuses on long-term, diversified portfolios guided by Modern Portfolio Theory and the Efficient Market Hypothesis, with oversight of third-party managers and tailored client agreements.

General retirement planning Income planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Mary J

CFP®, Series 63, Series 66

Ocala, FL

Colomb Investment Management Company, LLC

Mary James is a CFP® professional with 34 years of experience in the financial industry. She is currently with Colomb Investment Management Company, LLC and has held roles at firms including Touchstone Wealth Advisors LLC and McBryar Advisory Services, Inc. Mary is also an author and the managing member of Prime Image Design LLC. Colomb Investment Management Company, LLC provides personalized investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm’s approach emphasizes long-term, diversified portfolios based on Modern Portfolio Theory and the Efficient Market Hypothesis, often using strategic allocations alongside occasional tactical adjustments.

General retirement planning Income planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

John B

ChFC®, Series 63, Series 65

Fort Myers, FL

Colomb Investment Management Company, LLC

John Bellino is a financial advisor with Colomb Investment Management Company, LLC in Fort Myers, FL, holding a ChFC® designation and over 37 years of industry experience. He has worked with Guardian Life Insurance Company since 1996 and held roles at Park Avenue Securities from 1999 to 2024. Outside of advising, he is licensed to foster children through the Florida Baptist organization. Colomb Investment Management Company, LLC provides fee-based investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and often works with third-party managers under both discretionary and nondiscretionary mandates.

General retirement planning Income planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Samuel A

Series 63, Series 65

Montclair, NJ

Colomb Investment Management Company, LLC

Samuel Alleyne is a financial advisor with Colomb Investment Management Company, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Foundations Investment Advisors LLC, Horter Investment Management, and Intrinsic Wealth Strategies, Inc. Outside of his advisory work, he provides debt counseling services through Debt Free for Life. Colomb Investment Management Company, LLC offers personalized, fee-based investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm emphasizes long-term, diversified portfolios based on Modern Portfolio Theory and utilizes both discretionary and nondiscretionary mandates, often collaborating with third-party managers.

General retirement planning Income planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Eric H

Series 65

Laurel, MD

Colomb Investment Management Company, LLC

Eric Harris is a financial advisor at Colomb Investment Management Company, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Marathon Financial Group, LLC and Guardian Life Insurance Co of America. Outside of his advisory role, he serves on several nonprofit boards, including the Bay Theatre Company and the Central Maryland Chamber Foundation, and is involved in local community organizations in Laurel, MD. Colomb Investment Management Company, LLC provides personalized investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and factor models, and offers both discretionary and nondiscretionary mandates with oversight of third-party managers.

General retirement planning Income planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Michael B

Series 65

Metairie, LA

Colomb Investment Management Company, LLC

Michael Babin Jr. is a financial advisor at Colomb Investment Management Company, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Colomb Investment Management since 2018. In addition, he has worked as an independent insurance agent licensed in life, disability, and fixed annuities since 1996. Colomb Investment Management Company provides fee-based investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and factor models, often using strategic allocations combined with tactical adjustments.

General retirement planning Income planning Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Shauna P

Series 66

Lakeside, CA

Colomb Investment Management Company, LLC

Shauna Price is a financial advisor at Colomb Investment Management Company, LLC with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Paradigm Shift Financial, Park Avenue Securities, and Guardian Life Insurance Company. Price is also an independent licensed insurance agent. Colomb Investment Management Company, LLC provides personalized, fee-based investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm’s investment approach focuses on long-term, diversified portfolios guided by Modern Portfolio Theory and employs both discretionary and nondiscretionary mandates, often working with third-party managers under its oversight.

General retirement planning Income planning Wealth management Retirement plans for business owners (SEP, solo 401k)
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