Columbia West Capital, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 135562
- Registered since
- August 25, 2005
- Website
- www.columbiawestcap.com
Firm profile
FINTRXOverview
Columbia West Capital, LLC is organized as a limited liability company and has been SEC-registered since 2005. The firm is owned by an individual and is classified in the data as an investment bank rather than a traditional registered investment adviser. The profile indicates the firm is not a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm did not provide substantive detail about its client base, fee schedule, specific business activities, or advisory offerings in the source data. That limited public disclosure, combined with the investment bank classification and single-owner structure, suggests the entity may focus on non-retail investment-banking activities (such as capital markets, advisory, or transactional work) or otherwise does not maintain a traditional advisory book of managed client assets.
Assets & Accounts
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
Contacts
3 of 4Edward Kidner
DirectorCRD 4705863

John Farr
Managing DirectorCRD 2730549
Elizabeth Collins
FinOpCRD 4714831
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 14624 N Scottsdale Rd
- Time zone
- MT (UTC-7)
- Office locations
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