Colloquium Asset Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,897,967
Clients
35
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
HighAverage account size
$139,942
About
Colloquium Asset Management advises individuals, high‑net‑worth individuals, and business owners, providing tailored portfolio management and financial planning services and creating Investment Policy Statements to document goals, tax considerations, and risk tolerance. The firm charges asset‑based advisory fees for ongoing management, offers access to third‑party money managers, and operates a wrap‑fee program under a separate brochure.
The firm’s investment process combines fundamental analysis, modern portfolio theory, and quantitative models and employs both long‑term and short‑term trading approaches. CAM documents risk tolerance and monitoring procedures for each client and, unusually for peers, reported $0 in discretionary assets and $4,466,020.63 in non‑discretionary assets as of April 2026, so clients generally retain trading authority.
Several operational and affiliation features distinguish CAM from many independent advisers: the principal is a licensed insurance agent and owner of SCS Capital, LLC (which also provides tax preparation services) and CAM discloses acceptance of commissions and other outside compensation for product sales, with related conflicts documented in client files. The principal also works as a paralegal for Stacer, PLC, CAM acts as sponsor/manager of a wrap fee program, and the firm requires clients to use specified custodians/broker‑dealers, which can affect execution and custody arrangements.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Annuities
College savings (529s, UTMA, etc.)
Wealth management
Fee options
Fixed fees between $500 and $7,500 for creating financial plans.
$0 - $1,000,000: Up to 1.75% $1,000,001+: Up to 1.75%
CAM personnel may accept commissions from sale of securities and insurance products to clients; commissions are conflicts of interest and disclosed to clients.
$200 to $350 per hour for financial planning and related services.
Main office location
Colloquium Asset Management, Inc.
39555 Orchard Hill Place, Suite 600
Novi MI 48375, United States
Number of offices
2
Most active in
Colloquium Asset Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Michigan
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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