Columbia Advisory Partners, LLC
Firm details
- Headquarters
- Spokane, Washington
- CRD number
- 171616
- Registered since
- May 30, 2019
- Website
- capnorthwest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.77%
- Individuals36.11%
- Pooled Investment Vehicles5.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Columbia Advisory Partners, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2019. The firm serves both individual and family clients as well as institutional clients and offers a mix of financial planning and discretionary and non‑discretionary portfolio management, including management for pooled investment vehicles. Its client billing is flexible, combining percentage‑of‑AUM fees with hourly and fixed‑fee arrangements. The firm identifies accounting among its business activities and lists affiliations that include broker‑dealer and insurance company relationships as well as roles as sponsor, general partner, or managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities10%
- Non-Exchange Traded Equities10%
- Cash & Cash Equivalents3%
- Other2%
Owners & executives
2 of 2
Paul Felsch
CEO & FounderCRD 5811362
Kimberly Smith
Chief Financial Officer and PartnerCRD 7142249
Contacts
3 of 17
Matthew Foust
Financial AdvisorCRD 4489553
Daniel Bennett
Regional DirectorCRD 6386277
Joseph Thomas
Director & Financial AdvisorCRD 6741331
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 93Active vs passive
$175M in ETFs
83%
$144M
17%
$30.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US QUALITY GROWTH FUND (QGRW) | Wisdom Tree | Passive | Large Growth | $28.5M | 415,634 | 16.31% |
Location
Spokane, WA
Spokane
Location
Spokane, WA
Headquartered in Spokane, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.
- Metro area
- Spokane-Spokane Valley-Coeur d'Alene, WA-ID
- Region
- West
- County
- Spokane
- Address
- 6501 N Cedar Rd
- Time zone
- PT (UTC-8)
- Office locations
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