Matthew
Donohue
Colton Groome Financial Advisors, LLC
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About this Advisor
Matthew Donohue is a certified financial planner and chartered financial analyst operating in Asheville, North Carolina with a total of 5 years of industry experience. Donohue is an advisor for Colton Groome Financial Advisors, LLC. Throughout their career, Donohue has worked at Brigham Young University, Price Waterhouse Coopers, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Webb Investment Services, Inc, Colton Groome Financial Advisors, LLC and Valmark Securities, Inc. Donohue maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina. Colton Groome Financial Advisors, LLC is a firm operating out of Asheville, NC. It oversees $282 million in assets among its 769 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm serves five charitable organizations. Of its 769 customer accounts, 48% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees largely are based on which services the firm provides the client. Fees charged by Colton Groome Financial Advisors, LLC most likely are comprised of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Colton Groome Financial Advisors, LLC Brokerage Details
$282,264,183
14
769
$367,054
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Matthew Donohue Work History
Matthew has been registered as a financial advisor for 5 years.*
Colton Groome Financial Advisors, LLC
Valmark Securities, Inc
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Webb Investment Services, Inc
Price Waterhouse Coopers
Brigham Young University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Donohue to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Colton Groome Financial Advisors, LLC
Asheville, NC
Asheville, NC
Asheville, NC
Asheville, NC
Asheville, NC
Asheville, NC
Asheville, NC
Asheville, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.