Colmina, LLC

Colmina, LLC is a financial advisory firm established in 2020 and registered in multiple states, including Washington, California, Colorado, Arizona, and Nevada. The firm specializes in offering investment advisory services to retail investors through Portfolio Management and Financial Planning programs. Colmina's investment strategies include active allocation and management of assets across various portfolios, including equity income, equity growth, tax-efficient, and ESG portfolios. Clients engaging in Portfolio Management grant discretionary authority to Colmina for buying and selling securities based on their financial situation and goals. For Portfolio Management services, Colmina charges advisory fees based on a percentage of assets under management, with a tiered fee schedule ranging from 0.90% to 1.50%. Financial Planning services are offered on a flat fee or hourly rate basis, typically ranging from $500 to $10,000 for total services. The firm does not charge performance-based fees or engage in side-by-side management. Colmina serves various types of retail clients, including individuals, trusts, estates, and corporations, without specifying a minimum investment amount. The firm's investment strategies incorporate methods such as charting, fundamental analysis, technical analysis, and asset allocation, with a focus on risk management and client-specific needs. Colmina operates as a fiduciary, acting in the best interests of clients and disclosing all potential conflicts of interest. The firm does not have any disciplinary history, and its advisors, including Edward K. Riley, Craig Patrick Morgan, Matthew J. Pickett, and Nathan Douglas Dively, have clean records. Clients receive regular account reviews, and Colmina does not vote on client securities. The firm's custody practices involve deducting advisory fees directly from client accounts, and clients receive statements from the custodian showing fee deductions. Colmina's advisors are supervised by Edward K. Riley, the Chief Compliance Officer.