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The Corundum Group

Multifamily office listing in Colorado Springs, Colorado, United States.

  • SEC-registered
  • Founded 1992
Regulatory AUM
$1.7 billion
Employees
12
Clients
101-250
Founded
1992

Corundum Group is a registered investment adviser established in Colorado Springs in 1992. It serves families, business owners, wealth creators, and entrepreneurs through investment management, financial concierge services, estate planning support, and trust stewardship.1

Overview

The firm says it evolved from a family office serving families connected to a 3M founder and now serves a broad range of clients. Corundum Group’s legal entity is CORUNDUM GROUP, INC.; its SEC file number is 801-42281 and its CRD number is 106490. Its advisory services include financial planning, portfolio management, pension consulting, and selecting other advisers.15

History

Corundum Group traces its origins to a family office serving families connected to a 3M founder and now serves a broad range of clients. Its WellWorth Process coordinates investment, estate planning, tax, banking, and trust needs around each client’s goals.1

Leadership

The leadership team includes Ron Johnson, Founder; Jill Johnson, President; Melissa Starr, Chief Compliance & Operations Officer; and John Foss, Executive Vice President.2

Services

Corundum Group provides customized investment management for growth, income, risk management, and diversification objectives. Its investment options include public and private equity, fixed income, private equity, real estate lending and equity, oil and gas, direct investments, and derivative strategies.3

For publicly traded markets, the firm uses professional money managers and applies institutional-style screening and selection. Through Corundum Trust Company, it provides trustee, co-trustee, trust planning, and philanthropic giving services for Corundum Group clients.3

What the firm offers

  • Investment management
  • Financial planning
  • Trust and fiduciary
  • Philanthropy
  • Risk and insurance
  • Private and alternative investments

Client Focus

The firm specializes in serving families with intergenerational wealth, business owners, wealth creators, and entrepreneurs. Corundum Group says it commonly works with clients holding more than $5 million in investable assets.4

Approach

Corundum Group describes its investment approach as disciplined, long term, and conservative. Asset allocation is guided by each client’s income needs, growth objectives, and risk tolerance.3

Assets and Minimums

The firm commonly serves clients with more than $5 million in investable assets.4

By the numbers

Regulatory AUM by year$0K$466M$932M$1.4B$1.9B2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 106490. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$695 million$662 million$33 million
2017$721 million$689 million$33 million
2018$806 million$771 million$36 million
2019$749 million$714 million$34 million
2020$867 million$858 million$9 million
2021$1.0 billion$1.0 billion$2 million
2022$1.3 billion$1.3 billion$2 million
2023$1.3 billion$1.3 billion$5 million
2025$1.5 billion$1.5 billion$6 million
2026$1.7 billion$1.7 billion$8 million
Average AUM per client by year$0K$3M$6M$9M$12M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 106490. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$7 million
2019$7 million
2020$8 million
2021$7 million
2022$8 million
2023$7 million
2025$10 million
2026$11 million
Clients by type (2026)High net worth individuals76Individuals48Pooled investment vehicles18Charities10Corporations5
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 106490. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals48
High net worth individuals76
Pooled investment vehicles18
Charities10
Corporations5
Employees by year04913182016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 106490. As of .
Employees reported on Form ADV
YearEmployees
201611
201711
201810
20198
20208
202116
202215
202313
202511
202612

Ranks #3 of 7 SEC-registered firms in CO on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 106490. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

What services does Corundum Group provide?

Its services include investment management, financial concierge services, estate planning support, and trust stewardship through Corundum Trust Company.1

What types of investments does Corundum Group consider?

The firm describes opportunities across public and private equity, fixed income, private equity, real estate lending and equity, oil and gas, direct investments, and derivative strategies.3

Who does Corundum Group serve?

The firm focuses on families with intergenerational wealth, business owners, wealth creators, and entrepreneurs, and says it commonly works with clients holding more than $5 million in investable assets.4

  • LocationMultifamily offices in Colorado

    Browse this Colorado directory to compare firms serving families, business owners, and wealth creators in the region. It can help a prospective client place Corundum Group's investment management, financial planning, trust stewardship, and related services within the broader Colorado advisory market.

  • Network siteEstatePlanner.com

    EstatePlanner.com provides practical guides on wills, trusts, estate planning, and related decisions. A family or business owner considering Corundum Group can use these materials to prepare questions about estate planning support, trust administration, beneficiary choices, and coordination with legal and tax advisers.

  • Network siteFamilyOffices.com

    FamilyOffices.com offers resources and a community focused on single family offices and wealthy families. Its articles and discussions can help readers assess how investment management, philanthropy, private investments, risk planning, and family governance may fit the needs of a multigenerational household or closely held business.

  • GuideMultifamily office fees

    This guide explains common multifamily office fee structures and the services that may be included. Reviewing it can help a prospective client ask Corundum Group how charges relate to investment management, financial planning, trust and fiduciary work, insurance support, and private or alternative investments.

  • Similar firmsAlpha Capital Family Office, LLC
    CEDRUS Financial
    Gallacher Capital Management, LLC

    Reviewing Alpha Capital Family Office, LLC, CEDRUS Financial, and Gallacher Capital Management, LLC gives readers additional firms to examine on this site. Comparing their stated services, locations, and client focus with Corundum Group can support a more informed shortlist for family wealth or business planning needs.

Sources

  1. Corundum Group About Us
  2. Corundum Group
  3. Corundum Group Our Team
  4. Corundum Group Services
  5. Trust Stewardship
  6. Corundum Group Frequently Asked Questions
  7. SEC Form ADV for CORUNDUM GROUP, INC.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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