COLUMBIA RIVER ADVISORS

Overview

Columbia River Advisors is an independent registered investment adviser organized as an LLC and active since 2010. The firm serves both individual/family and institutional clients, operating primarily as a fee-based adviser (percentage of AUM) with the option for hourly engagement. Its advisory services span financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting activities and the selection of sub-advisers. The firm identifies as an active ESG investor and positions itself as a capital allocator that uses third‑party managers to access specialized strategies. Investment activity shows a tilt toward pooled public funds as the core sleeve of client portfolios while supplementing those allocations with a range of alternatives. Columbia River Advisors also provides other financial product sales services and maintains an industry affiliation with an accountant, which suggests coordinated tax and planning work alongside portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices