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 advisory firm formed as an LLC in 2019 that serves both individual/family clients and institutional investors. The firm provides financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. Its business profile also includes accounting services and affiliations across the financial services ecosystem — broker-dealer, insurance company, and roles as sponsor/GP/managing member of pooled vehicles. Columbia charges a mix of fee structures (percentage of AUM, hourly fees, and fixed fees). The firm does not position itself 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
CEO & FounderCRD 5811362
Kimberly Smith
Chief Financial Officer and PartnerCRD 7142249
Contacts
3 of 16
Matthew Foust
Financial AdvisorCRD 4489553
Daniel Bennett
Regional DirectorCRD 6386277
Joseph Thomas
Director & Financial AdvisorCRD 6741331
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 198Active vs passive
$347M in ETFs
81%
$280M
18%
$66.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US QUALITY GROWTH FUND (QGRW) | Wisdom Tree | Passive | Large Growth | $28.8M | 436,638 | 8.32% |
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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