McCollum Christoferson Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$415,847,084
Total clients
337
37% high-net worth
Total advisors
3
of 6 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
112
Average account size
$1,233,968
About
McCollum Christoferson Group provides discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities, managing roughly $416 million across about 337 client relationships. The firm also advises on held-away products, including variable life and annuity contracts, employer-sponsored retirement plans and 529 college savings plans.
The firm primarily constructs Standard Portfolios around individual equity positions while also using mutual funds and ETFs, and has indicated an intent to increase ETF and mutual fund exposure over time. Investment decisions combine fundamental and technical analysis, portfolios are customized to client risk tolerance and liquidity constraints, and accounts are monitored continuously with at least quarterly reviews.
Noteworthy features relative to peers include overseeing over $400 million in discretionary assets with a small advisory team, a 2025 transition requiring Charles Schwab as the custodian for Standard Portfolios, and the use of Class F‑2 American Funds separate-account portfolios (including accommodations for SIMPLE IRAs and sub‑minimum American Funds relationships) to manage smaller or constrained accounts. The firm no longer offers a wrap-fee program and uses direct fee debit and an independent proxy advisor for voting when it accepts proxy authority.
Client services
Expertise
Fee options
Fixed fees offered under select circumstances, specific amounts not stated.
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.75%
Hourly fees offered under select circumstances, specific amounts not stated.
Account minimum: $500,000
Main office location
McCollum Christoferson Group, LLC
500 Corporate Parkway, Suite 210
Amherst NY 14226-1263, United States
Number of offices
1
Most active in
California · Connecticut · Florida · Georgia · Minnesota · New York · North Carolina · Pennsylvania · South Carolina · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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