# McCollum Investment Advisors

McCollum Investment Advisors is a Multi Family Office based in Dayton.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Dayton
- **Assets under management:** Undisclosed
- **Website:** mccolluminvest.com
- **LinkedIn:** https://www.linkedin.com/company/mccollum-investment-advisors

## Regulatory record

- **CRD number:** 307225
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307225

## About

McCollum Investment Advisors is an independent, locally owned state-registered investment advisor held to a fiduciary standard. It is a fee-based Registered Investment Advisory Firm compensated 100% by client fees for portfolio management, with no commissions from selling financial or insurance products. The firm uses systems-thinking and a 5-step process for investing and serves clients in the Miami Valley and across the United States.

## People

- Micah McCollum
- Brittney Gladman — Managing Principal
- Brittney Gladman — Client Service Manager

## Questions

### Is McCollum Investment Advisors a fiduciary?

As a registered investment advisor, McCollum Investment Advisors is legally required to act as a fiduciary, placing clients' interests ahead of its own. This obligation is standard for RIAs under the Investment Advisers Act of 1940.

### What is the investment focus of McCollum Investment Advisors?

The firm's investment focus is not documented publicly. Without disclosed holdings, strategies, or stated mandates, no specific sector or asset-class preference can be confirmed.

### How can I verify the registration of McCollum Investment Advisors?

Registration as an RIA can be verified through the SEC's Investment Adviser Public Disclosure (IAPD) database or the relevant state securities regulator. This process reveals regulatory history and basic firm details.

## Related profiles

- [HK MANAGEMENT LLC](https://altss.com/profile/hk-management-llc)
- [Emerson James Advisors](https://altss.com/profile/emerson-james-advisors-llc)

---

Last updated: 2026-08-11T15:07:26.757Z

Canonical page: https://altss.com/profile/mccollum-investment-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology