COLUMBIA CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- MERRIAM, Kansas
- CRD number
- 112773
- Registered since
- May 15, 1998
- Website
- columbiacapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds57%
- Cash & Cash Equivalents43%
Contacts
3 of 8Samantha Baker
AnalystCRD 7835286
Stacey Walter
CCOCRD 7089337
Khalen Dwyer
Managing DirectorCRD 7089479
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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