COLUMBIA BENEFITS, LLC

RIASEC RegisteredEst. 2025

Total AUM

$116M

Discretionary

$116M

100% of AUM

Avg account

$894K

Accounts

130

Employees

Advisory reps

Firm details

Headquarters: DENVER, Colorado
CRD number: 132261
Registered since: May 20, 2025
Website: www.cbadvisors.com
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI69.85%
Pension & Profit Sharing Plans17.73%
Individuals12.29%
Corporations / Businesses0.14%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Columbia Benefits, LLC is an independent registered investment adviser organized as an LLC and listed as SEC-registered in 2025. The firm is owned by an individual and serves both individual & family clients as well as institutional clients. Its business model blends advisory and insurance activities: the firm acts as an insurance broker while providing financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting services. Fees are charged as a percentage of assets under management and on an hourly basis. The firm is not identified as an active ESG investor, is not classified as a multi-state adviser, and does not operate as a capital allocator or related adviser.