Investment adviser · CRD 134884
COLLIE FINANCIAL PLANNING, INC.
Investment adviser filing (IA)
BLACK MOUNTAIN, NC, United States · Form ADV filed Feb 22, 2026
- Regulatory AUM
- $163M Form ADV · Item 5.F
- Client accounts
- 732 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 54 | $102,922,000 | 63.2% |
| Individuals | 188 | $58,847,000 | 36.1% |
| Charities | Fewer than 5 | $1,155,000 | 0.7% |
Filing source
Form ADV 2057766 · Feb 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
101 MIDLAND AVEBLACK MOUNTAIN, NC, 28711, United States
CRD 134884
Filing source
Form ADV 2057766 · Feb 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.