Corundum Group Inc (Colorado Springs)


Corundum Group Inc is a large advisory firm based in Colorado Springs. It manages $551.04 million of regulatory assets for 55 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.

Corundum Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Corundum Group: assets under management

The assets under management (AUM) of Corundum Group Inc is $551.04 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 170% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $551.04 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.02 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Corundum Group Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Corundum Group Inc

John Acton Frederick Smith has been acting as President since 1 Jul 1992. Inc. Central Bancorp joined the executive team most recently as the Shareholder.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Ronald Steven Johnson Vice president 1 Jul 1992 75% - 100% 1462960
John Acton Frederick Smith President 1 Jul 1992 Other 4361553
Ronald Steven Johnson President 1 Jan 2004 75% - 100% 1462960
Kimberley Ann Long Chief compliance officer 1 Jul 2004 Other 2883393
Inc. Central Bancorp Shareholder 1 Apr 2006 75% - 100% 20-4743038
Steven Paul Condon President 1 Apr 2006 Other 1772510

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Ronald Steven Johnson President & ceo 1 Apr 2006 25% - 50% 1462960
Jeffrey Blair Smith Chairman of the board 1 Apr 2006 25% - 50% 5140327

Based in Colorado Springs

The principal office where Corundum Group Inc performs its advisory services is located at 6385 Corporate Drive, Colorado Springs, CO 80919, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 719-475-9035 or by fax 719-475-9679. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.corundumgroup.com.