COLUMBIA ADVISORY PARTNERS, LLC

Overview

Columbia Advisory Partners, LLC is an SEC-registered advisory firm organized as a limited liability company and operating since 2019. The firm serves both individual & family and institutional clients and provides a mix of financial planning and discretionary portfolio management — including management for pooled investment vehicles. Its stated fee arrangements include asset-based fees, hourly charges, and fixed fees. Columbia Advisory Partners also lists accounting among its business activities and maintains industry relationships that include broker-dealers, insurance companies, and roles as sponsor/GP/managing member of pooled investment vehicles. The firm is not identified as an active ESG investor and is not described as a multi-state adviser. Columbia Advisory Partners reports working with both discretionary and non-discretionary mandates and appears to combine advisory services with sponsor/manager responsibilities when structuring private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices