COLUMBIA ASSET MANAGEMENT, L.L.C.

Overview

Columbia Asset Management, L.L.C. is an independent registered investment advisor that concentrates on individual, family and select institutional clients with a clear tilt toward equity exposure. The firm provides financial planning and portfolio management services for individuals and small businesses, operating under fee models that include percentage of AUM, hourly charges and fixed fees. Its public securities footprint and custodian relationships suggest a manager that runs concentrated equity sleeves alongside diversified core holdings. Investment activity shows a preference for exchange-traded equities as the primary allocation vehicle, with active use of ETFs to manage sector and tactical exposures. The firm is not positioned as an ESG specialist and does not self-identify as a multi-state or pension consultant adviser. Columbia Asset Management runs largely discretionary mandates and appears to pair individualized financial planning with portfolio implementation focused on liquid public markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices