Fee-only adviser · Dayton, OH
McCollum Investment Advisors
McCollum Investment Advisors is a fee-only investment adviser registered with the securities regulator of Ohio, with its main office in Dayton, Ohio. On its latest Form ADV, filed March 16, 2026, it reports $64M in regulatory assets under management, 222 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Ohio |
|---|---|
| Firm CRD number | 307225 |
| Office | 8087 Washington Village Drive Suite 110 Dayton, OH 45458 |
| Phone | (937) 435-7070 |
| Website | www.mccolluminvest.com |
| Regulatory assets under management | $64M |
| Individual clients | 197 non-high-net-worth, 25 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 16, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Dayton
- Tudor Financial, Inc. $256M
- Demma-Novak Wealth Management Not reported
- Anderson Financial Strategies, LLC $402M
- Blake Schutter Theil Wealth Advisors, LLC $459M
- The Davenport Financial Group, Inc. $22M
- Monetary Solutions, Ltd. $140M
See all 12 fee-only advisers in Dayton →
Nearby
- Centerville 6 firms
- Kettering 1 firm
- Bellbrook 1 firm
- Oakwood 3 firms
- Miami Township 1 firm
- Miamisburg 1 firm
- Springboro 2 firms
- Beavercreek 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at McCollum Investment Advisors? Update this listing.