McCollum Investment Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$63,683,838
Clients
222
11% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
222
Very HighAverage account size
$286,864
About
McCollum Investment Advisors provides discretionary portfolio management and financial consulting to individuals (including high-net-worth clients), non-profit organizations, trusts, estates, and business entities. Managed portfolios are constructed and overseen to reflect each client's objectives, time horizon, and risk tolerance, and the firm also offers a growth-and-income option designed for clients seeking systematic withdrawals.
The firm's investment approach combines a tactical growth process driven by supply/demand analysis and an explicit focus on mitigating "tail risks," alongside more conventional strategic allocation for income-oriented accounts that emphasizes periodic rebalancing. McCollum uses a mix of methods — including technical/charting, fundamental and cyclical analysis — and employs both long- and short-term trading when consistent with client objectives and tolerance.
Noteworthy for a supported firm of its type, McCollum may use borrowing (margin) and derivatives (options writing) in separately managed accounts when appropriate, a practice that is uncommon among peers. The firm operates on a discretionary basis, aggregates trades across accounts when applicable to seek consistent execution, and documents policies for trade errors and conflicts of interest.
Client services
Financial planning
Portfolio management
Financial consulting services
Expertise
Options & derivatives strategies
Real estate investing
Fee options
$0 - $2,000,000: 1.0% $2,000,001 - $5,000,000: 0.75% $5,000,001+: Negotiable
$150 per hour (negotiable) for financial consulting services
Account minimum: $150,000 Minimum fee: $1,500 minimum annual fee for accounts valued less than $150,000
Main office location
McCollum Investment Advisors
8087 Washington Village Drive, Suite 110
Dayton OH 45458, United States
Number of offices
1
Most active in
McCollum Investment Advisors has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
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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