COLUMBIA CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 1998
Total AUM
$2.1B
Discretionary
$2.1B
100% of AUM
Avg account
$19M
Accounts
110
Employees
18
Advisory reps
8

Firm details

Headquarters
MERRIAM, Kansas
CRD number
112773
Registered since
May 15, 1998
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • State / Municipal Government95.21%
  • Other2.82%
  • Corporations / Businesses1.98%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Columbia Capital Management, LLC is an institutional-focused investment adviser that emphasizes fixed-income portfolio management and acts as a registered municipal advisor. The firm’s advisory work is oriented toward businesses and institutional clients rather than individual retail households, and its stated fee arrangements combine percentage-of-AUM billing with fixed fees. Columbia Capital’s investment posture is conservative and income-oriented: the firm allocates a large portion of its capacity to government-backed fixed-income instruments and designs portfolios consistent with liability-driven or capital preservation objectives common to public and institutional investors. Founded as a limited liability company and SEC-registered since 1998, Columbia Capital operates as a domestic, individually owned entity and is classified outside typical retail advisor categories. The adviser does not position itself as an active ESG investor, and it is not described as a multi-state or pension consultant adviser in its filings.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 57%, Cash & Cash Equivalents 43%57%
  • US Government Bonds57%
  • Cash & Cash Equivalents43%

Contacts

3 of 8
  • Samantha Baker

    AnalystCRD 7835286

  • Stacey Walter

    CCOCRD 7089337

  • Khalen Dwyer

    Managing DirectorCRD 7089479

Unlock 5 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MERRIAM, KS

JOHNSON

Location

MERRIAM, KS

Headquartered in MERRIAM, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
JOHNSON
Address
6700 Antioch Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth