McCollum Christoferson Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$407,506,933
Clients
337
Advisors
3
of 6 employees
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
500 Corporate Parkway
Amherst NY 14226-1263
Advisors at this office
3
Most active in
California · Connecticut · Florida · Georgia · Minnesota · New York · North Carolina · Pennsylvania · South Carolina · Texas · Virginia
Also doing business as
Mccollum Christoferson Group, LLC · Zenyatta Advisors, LLC
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:
-
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.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
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.
Advisors at this firm
Katherine C
Series 63, Series 65
Amherst, NY
McCollum Christoferson Group, LLC
Katherine Christoferson is a financial advisor with McCollum Christoferson Group, LLC in Amherst, NY. She holds Series 63 and Series 65 licenses and has eight years of industry experience, having been with her current firm since 2015. McCollum Christoferson Group provides discretionary investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis to guide investment decisions, primarily allocating to individual equities while incorporating ETFs and mutual funds as appropriate.
William D
CFP®, Series 63, Series 65
Amherst, NY
McCollum Christoferson Group, LLC
William Deacon is a CFP® professional with 12 years of industry experience, currently serving at McCollum Christoferson Group, LLC since 2015. He holds Series 63 and Series 65 licenses. McCollum Christoferson Group provides discretionary investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis with a focus on individual equities and increasing use of ETFs and mutual funds, customizing portfolios to client risk tolerance and objectives.
Matthew J
CFA®, Series 65
Amherst, NY
McCollum Christoferson Group, LLC
Matthew Johnson is a CFA® charterholder and holds a Series 65 license, with three years of industry experience. He has been with McCollum Christoferson Group, LLC since 2022. Prior to his advisory role, his work history includes positions at Office Max, Target, and Canisius College. McCollum Christoferson Group provides discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis to manage portfolios primarily focused on individual equities, with increasing use of ETFs and mutual funds, tailoring strategies to client risk tolerance and objectives.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)