Institutional
    SEC Registered

    Columbia Capital Management, LLC

    Registered investment advisor · Merriam, Kansas · CRD #112773

    Assets Under Management
    $2.1B
    Client Accounts
    110
    Employees
    18
    CRD Number
    112773
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Columbia Capital Management, LLC

    Columbia Capital Management, LLC, founded in 1996, offers investment advisory, financial planning, and compliance services to municipal bond issuers and local governments. The firm is registered with the SEC and MSRB and operates independently from commercial banks and investment firms. It serves clients across the United States.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Columbia Capital Management, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Columbia Capital Management, LLC's AUM?

    Columbia Capital Management, LLC reports approximately $2.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Columbia Capital Management, LLC headquartered?

    Columbia Capital Management, LLC is headquartered in Merriam, Kansas.

    What is Columbia Capital Management, LLC's CRD number?

    Columbia Capital Management, LLC's CRD number is 112773. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Columbia Capital Management, LLC manage?

    Columbia Capital Management, LLC manages approximately 110 client accounts according to its latest SEC filing.

    Is Columbia Capital Management, LLC SEC registered?

    Yes, Columbia Capital Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Kansas

    Creative Planning
    Overland Park, KS · $295.6B AUM
    Onedigital
    Overland Park, KS · $155.4B AUM
    Mariner
    Overland Park, KS · $125.4B AUM
    Ae Wealth Management, LLC
    Topeka, KS · $49.8B AUM
    Prime Capital Financial
    Overland Park, KS · $39.1B AUM
    Palmer Square Capital Management LLC
    Mission Woods, KS · $25.6B AUM
    See all top RIA firms in Kansas →

    Research firms like Columbia Capital Management, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial