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James A. Colley, Inc.
JAMES A. COLLEY, INC. is an SEC-registered investment adviser in LAKE PLACID, FL. The firm manages $32 million in assets, $31 million on a discretionary basis.
James A. Colley, Inc.
JAMES A. COLLEY, INC. is an SEC-registered investment adviser in LAKE PLACID, FL. The firm manages $32 million in assets, $31 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Frequently asked questions
Who runs investment decisions at James A. Colley, Inc.?
James A. Colley, Jr. is the named principal at James A. Colley, Inc., managing the office's investment activities (per public record). The precise role or title is not publicly listed, but he leads the family office operations.
Where does the underlying wealth for James A. Colley, Inc. come from?
The wealth originates from James A. Colley Sr., co-founder of National Freight, Inc., a major logistics and trucking company in the United States (per public record). The family office manages assets generated from that business.
Is James A. Colley, Inc. structured as a single family office or does it operate more like a venture firm?
James A. Colley, Inc. is structured as a single-family office, likely serving only the Colley family. There is no evidence it operates as a multi-family office or venture firm open to outside capital.
What investment stages does James A. Colley, Inc. typically target?
Investment stage preferences are not publicly disclosed. As a single-family office, it likely targets a mix of public and private investments across stages, with a focus on capital preservation and growth, similar to peers in the logistics-wealth strat
How is James A. Colley, Inc. related to other entities or philanthropic structures?
The Colley family has a history of philanthropy, including contributions to educational institutions, but a separate foundation is not explicitly recorded in public records tied to James A. Colley, Inc. Any philanthropic activities are likely managed personally by the family.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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