Joseph J. Colman
COLMAN KNIGHT ADVISORY GROUP
Baltimore, MD
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CRD#: 7075939
Joseph James Knight ColmanCOLMAN KNIGHT ADVISORY GROUP
Professional summary
Joseph James Knight Colman, CFP® is a registered financial advisor currently at COLMAN KNIGHT ADVISORY GROUP, LLC located in Baltimore, Maryland.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Joseph has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Mr. Colman serves as Trustee for Acer Palmatum Revocable Trust. Non-investment related. Start Date: 04/2020. Approximately 10 hours/month, none during securities trading hours. Duties: coordinate maintenance, run accounting, manage tenants. (2) Mr. Colman serves as Trustee for 530 Great Road Realty Trust. Non-investment related. Start Date: 01/2024. Approximately 20-25 hours/month, none during securities trading hours. Duties: coordinate maintenance, run accounting, manage tenants. 3.) Mr. Colman owns a Rental Property at 4 Sterling Lane, Westford, MA, 01886. Not investment related. Purchased property 4/3/2020. Approximately 1 - 2 hours/month, none during trading hours. Does the book-keeping as well as helps manage contractors, collects rent, hire contractors, oversees work, file the tax return on Schedule E. 4.) Mr. Colman owns 33.3 % of a Rental Property at 530 Great Road, Acton, MA, 01720. Not investment related. Purchased property 1/3/2024. Approximately 1 hour/month, none during trading hours. Does the book-keeping as well as file the tax return 1041 and distribute it to other owners in the trust. 5.) Mr. Colman owns a Rental Property at 127 Waverley Avenue, Watertown, MA, 01886 . Not investment related. Currently just started looking for a tenant to start 6/1/2026 - 6/30/2027 (will only be for one year as he is moving for a year and renting the primary home). Approximately 1 - 2 hours/month, none during trading hours. Owner, collects rent, hires contractors, oversees work, file the tax return on Schedule E.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph James Knight Colman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2021
Experience
Current
January 23, 2020 - Present
COLMAN KNIGHT ADVISORY GROUP, LLC
RIA
CRD#: 119696
Baltimore, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
COLMAN KNIGHT ADVISORY GROUP, LLC
COLMAN KNIGHT ADVISORY GROUP, LLC
CRD#: 119696 / SEC#: 801-61940
RIA
Registered Investment Advisory firm - (4/16/2003 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(6/15/2026)
IAR
Massachusetts(1/23/2020)
IAR
New Hampshire(12/7/2021)
IAR
Texas(12/8/2021)
Current Firm
COLMAN KNIGHT ADVISORY GROUP, LLC
COLMAN KNIGHT ADVISORY GROUP, LLC
CRD#: 119696 / SEC#: 801-61940
RIA
Registered Investment Advisory firm - (4/16/2003 Approved)Loading...
Contact information
Main Address
530 Great Road, Acton, MA 01720
Mailing Address
Phone number
(978) 371-2015
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 405 |
| AUM (Assets Under Management) | $ 175,230,619 |
Red Flags
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