Columbia River Advisors

Overview

Columbia River Advisors is an independent, SEC‑registered registered investment adviser organized as a limited liability company and operating since 2010. The firm serves both individual and family clients as well as institutional investors and charges clients on a percentage‑of‑AUM and hourly basis. It describes itself as a capital allocator and offers financial planning, portfolio management for individuals/small businesses and pooled vehicles, pension consulting, and selection-of-other-advisers services. The firm also carries the designation of an "other financial product salesperson" and lists an accounting industry affiliation. The firm identifies as an active ESG investor, indicating ESG considerations are integrated into some portion of its investment process or manager selection. Columbia River Advisors reports operating within a single state jurisdiction rather than as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives