McCollum Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
8087 Washington Village Drive, Suite 110
Dayton OH 45458
Advisors at this office
1
Most active in
Ohio · Texas
Also doing business as
Intellinomics, LLC · Mccollum Investment Advisers · Mccollum Investment Advisors
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.
Forms ADV
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