Columbia Capital Management, LLC

RIASEC RegisteredEst. 1998

Total AUM

$2.1B

Discretionary

$2.1B

100% of AUM

Avg account

$19M

Accounts

110

Employees

18

Advisory reps

8

Firm details

Headquarters: Merriam, Kansas
CRD number: 112773
Registered since: May 15, 1998
Website: columbiacapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: State / Municipal Government95.21%
Other2.82%
Corporations / Businesses1.98%
Services: Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Columbia Capital Management, LLC is a limited liability company that acts as an institutional registered investment adviser. SEC registration dates to 1998. The firm’s client base is institutional — it provides portfolio management for businesses and other institutions and is also registered as a municipal advisor. Compensation is via a mix of percentage-of-AUM fees and fixed fees. The firm is not designated as an active ESG investor and is not reported as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

US Government Bonds57%
Cash & Cash Equivalents43%

Contacts

3 of 8

Samantha Baker
AnalystCRD 7835286
Stacey Walter
CCOCRD 7089337
Khalen Dwyer
Managing DirectorCRD 7089479

Unlock 5 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Merriam, KS

Johnson

Location

Merriam, KS

Headquartered in Merriam, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area: Kansas City-Overland Park-Kansas City, MO-KS
Region: Midwest
County: Johnson
Address: 6700 Antioch Rd
Time zone: CT (UTC-6)
Office locations

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