COLUMBIA RIVER FINANCIAL GROUP

Overview

Columbia River Financial Group is an independent Registered Investment Adviser organized as an LLC and registered with the SEC in 2020. The firm operates under an individual owner model and focuses on financial planning and ongoing portfolio management for individuals and small businesses. Its advisory fees are charged as a percentage of assets under management, and the firm's practice is heavily weighted toward discretionary mandates. Investment activity centers on publicly available pooled vehicles—primarily mutual funds and other public funds—rather than private fund management or direct capital allocation. The firm is not an active ESG investor and does not position itself as a multi-state adviser or pension consultant. Custody is consolidated at Charles Schwab & Co., Inc., which supports the firm’s emphasis on traditional, custodial-managed public investment vehicles.

Assets & Accounts

Public Holdings

Location & Offices