COLUMBUS INVESTMENT ADVISORY INC.

RIASEC RegisteredEst. 1996

Total AUM

$454M

Discretionary

$452M

100% of AUM

Avg account

$1.5M

Accounts

307

Employees

9

Advisory reps

7

Firm details

Headquarters: NEW ALBANY, Ohio
CRD number: 104595
Registered since: February 9, 1996
Custodians: CHARLES SCHWAB & CO., INC., BOFA SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI71.28%
Individuals27.22%
Charitable Organizations1.5%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Columbus Investment Advisory Inc. is a privately owned registered investment adviser that has been SEC-registered since 1996. The firm serves both individual and family clients as well as institutional investors, offering portfolio management services primarily for individuals and small businesses. Its fee model includes a percentage-of-assets-under-management component and the option to bill hourly for certain services. Columbus does not identify as an ESG investor and operates as a single-state adviser under an individual ownership structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities57%
Cash & Cash Equivalents18%
US Government Bonds15%
Other7%
Investment Grade Corp Bonds2%

Owners & executives

1 of 1

H JUCKETT
COO & CCOCRD 1934808

Contacts

3 of 6

John Dosen
Licensed BankerCRD 7632133
DEBRA SCHLATER
Secretary and TreasurerCRD 4301869
JOHN SCHLATER
PresidentCRD 1309369

Unlock 3 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

NEW ALBANY, OH

FRANKLIN

Location

NEW ALBANY, OH

Headquartered in NEW ALBANY, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area: Columbus-Marion-Zanesville, OH
Region: Midwest
County: FRANKLIN
Address: 68 N High St
Time zone: ET (UTC-5)
Office locations

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