Columbia Advisory Partners, LLC

Overview

Columbia Advisory Partners, LLC is an SEC-registered investment adviser organized as an LLC and first registered in 2019. The firm serves individual and family clients as well as institutional accounts and combines financial planning with portfolio management for individuals, small businesses, and pooled investment vehicles. Its advisory fees are a mix of percentage-of-AUM, hourly charges, and fixed-fee arrangements. Columbia also lists accounting as a core business activity and is affiliated with broker-dealers, insurance companies, and entities that sponsor or serve as general partners/managing members of pooled investment vehicles. Columbia’s public filings indicate it is not an active ESG investor. Its business model blends discretionary portfolio management with non-discretionary relationships, and it uses third-party custodians for custody and execution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices