Columbia West Capital, LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Scottsdale, Arizona
CRD number
135562
Registered since
August 25, 2005

Firm profile

FINTRX

Overview

Columbia West Capital, LLC is organized as a limited liability company and has been SEC-registered since 2005. The firm is owned by an individual and is classified in the data as an investment bank rather than a traditional registered investment adviser. The profile indicates the firm is not a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm did not provide substantive detail about its client base, fee schedule, specific business activities, or advisory offerings in the source data. That limited public disclosure, combined with the investment bank classification and single-owner structure, suggests the entity may focus on non-retail investment-banking activities (such as capital markets, advisory, or transactional work) or otherwise does not maintain a traditional advisory book of managed client assets.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Edward Kidner

    DirectorCRD 4705863

  • John Farr

    John Farr

    Managing DirectorCRD 2730549

  • Elizabeth Collins

    FinOpCRD 4714831

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
14624 N Scottsdale Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth