Courtney Mimmo
Corundum Group · Colorado Springs, Colorado
Courtney Mimmo is a fee-only financial advisor at Corundum Group in Colorado Springs, Colorado. Courtney focuses on estate & legacy planning and family wealth transfer. Corundum Group reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Corundum Group |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $1.69B across 495 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 7612792 |
| Exams passed | Series 65 (2022) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | corundumgroup.com |
How Courtney's firm compares
- Corundum Group's average account is about $3.4 million, from its Form ADV (assets managed divided by 495 accounts).
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Questions about Courtney
Is Courtney Mimmo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Courtney holds no broker registration, and Corundum Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Courtney charge for financial advice?
Courtney's firm, Corundum Group, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Courtney Mimmo based?
Courtney Mimmo is based in Colorado Springs, Colorado.
What does Courtney specialize in?
Courtney's specialties include estate & legacy planning and family wealth transfer. Courtney works with multi-generational families.
Is Courtney Mimmo registered with the SEC?
Yes. Courtney Mimmo is registered as an investment adviser representative in CO and TX (CRD 7612792), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Corundum Group manage?
Corundum Group reports $1.69B across 495 accounts in assets under management.
How do I contact Courtney Mimmo?
Through Courtney's website, corundumgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Corundum Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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