COLUMBUS INVESTMENT ADVISORY INC.

RIASEC RegisteredEst. 1996
Total AUM
$454M
Discretionary
$452M
100% of AUM
Avg account
$1.5M
Accounts
307
Employees
9
Advisory reps
7

Firm details

Headquarters
NEW ALBANY, Ohio
CRD number
104595
Registered since
February 9, 1996
Custodians
CHARLES SCHWAB & CO., INC., BOFA SECURITIES, INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI71.28%
  • Individuals27.22%
  • Charitable Organizations1.5%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Columbus Investment Advisory Inc. is a privately owned registered investment adviser that has been SEC-registered since 1996. The firm serves both individual and family clients as well as institutional investors, offering portfolio management services primarily for individuals and small businesses. Its fee model includes a percentage-of-assets-under-management component and the option to bill hourly for certain services. Columbus does not identify as an ESG investor and operates as a single-state adviser under an individual ownership structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 57%, Cash & Cash Equivalents 18%, US Government Bonds 15%, Other 7%, Investment Grade Corp Bonds 2%, State & Local Bonds 1%57%
  • Exchange Traded Equities57%
  • Cash & Cash Equivalents18%
  • US Government Bonds15%
  • Other7%
  • Investment Grade Corp Bonds2%

Owners & executives

1 of 1

  • H JUCKETT

    COO & CCOCRD 1934808

Contacts

3 of 6

  • John Dosen

    Licensed BankerCRD 7632133

  • DEBRA SCHLATER

    Secretary and TreasurerCRD 4301869

  • JOHN SCHLATER

    PresidentCRD 1309369

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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

NEW ALBANY, OH

FRANKLIN

Location

NEW ALBANY, OH

Headquartered in NEW ALBANY, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
FRANKLIN
Address
68 N High St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth