Columbia Advisory Partners, LLC
Firm details
- Headquarters
- Spokane, Washington
- CRD number
- 171616
- Registered since
- May 30, 2019
- Website
- capnorthwest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.77%
- Individuals36.11%
- Pooled Investment Vehicles5.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Columbia Advisory Partners, LLC is an SEC-registered investment adviser organized as a limited liability company and operating since 2019. The firm serves both individual/family clients and institutional investors and provides financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. Its stated business activities include accounting services, and it reports affiliations that include broker-dealer, insurance company roles and sponsorship/management of pooled investment vehicles. Fee arrangements are a mix of percentage of AUM, hourly charges and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities10%
- Non-Exchange Traded Equities10%
- Cash & Cash Equivalents3%
- Other2%
Owners & executives
2 of 2
Paul Felsch
Chief Compliance OfficerCRD 5811362
Kimberly Smith
COO and PartnerCRD 7142249
Contacts
3 of 17
Jeremy Russell
Partner, Vice PresidentCRD 6482069
Kenneth Thiefault
Wealth Planning AnalystCRD 7706802
Alex Foust
Not Indicated.CRD 7968317
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 102Active vs passive
$174M in ETFs
81%
$140M
19%
$33.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US QUALITY GROWTH FUND (QGRW) | Wisdom Tree | Passive | Large Growth | $28.8M | 436,638 | 16.55% |
Location
Spokane, WA
Spokane
Location
Spokane, WA
Headquartered in Spokane, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.
- Metro area
- Spokane-Spokane Valley-Coeur d'Alene, WA-ID
- Region
- West
- County
- Spokane
- Address
- 6501 N Cedar Rd
- Time zone
- PT (UTC-8)
- Office locations
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