COLUMBIA ADVISORY PARTNERS, LLC
Latest filing: Mar 21, 2025 (117 days ago)
AUM
$262,790,000
9% change vs. 1 year ago
19% change vs. 3 years ago
112% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
18
64% change vs. 1 year ago
38% change vs. 3 years ago
64% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
SPOKANE, WA
6501 N CEDAR ROAD, SPOKANE, WA, UNITED STATES, 99208
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.1 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.3 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 509 | $0.1 |
| Average Individual AUM | $271,906 | |
| HNW | 79 | $0.1 |
| Average HNW AUM | $1,443,544 | |
| Retail Total | 588 | $0.3 |
| Average Retail AUM | $429,320 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.3 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 62% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 2% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 12% | $0.0 |
| Other Pools | 9% | $0.0 |
| Cash | 14% | $0.0 |
| Other | 1% | $0.0 |
| Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
9 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JEREMY RUSSELL | SPOKANE | WA | S66|2015-11-05 | ||||||
| JOHN BEVAN | SPOKANE | WA | S63|2012-01-19|S65|2012-07-25 | ||||||
| KEITH BROWNING | SPOKANE | WA | S65|2021-08-09 | ||||||
| MATTHEW FOUST | SPOKANE | WA | S63|2002-01-30|S65|2006-10-31 | ||||||
| SORACHA HALEY | SPOKANE | WA | S63|2023-05-13|S65|2023-12-27 | ||||||
| TYSON BLAKE | SPOKANE | WA | S66|2004-03-19|S63|2018-08-23 | ||||||
| BRIAN SCHAFER | SPOKANE | WA | S66|2015-03-20 | ||||||
| KIMBERLY SMITH | SPOKANE | WA | S65|2019-12-01 | ||||||
| KYLE KNIGGE | SPOKANE | WA | S63|2016-11-23 | CHARTERED FINANCIAL ANALYST | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.3 | $0.0 | 0% | 18 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 18 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.0 | 9% | 11 | 7 | 64% |
| 2023-04-04 | $0.2 | $0.0 | 17% | 11 | 7 | 64% |
| 2022-04-01 | $0.2 | $0.0 | 19% | 13 | 5 | 38% |
| 2021-04-05 | $0.2 | $0.1 | 64% | 10 | 8 | 80% |
| 2020-04-01 | $0.1 | $0.1 | 112% | 11 | 7 | 64% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| WA, AZ-05/30/2019, CA-05/30/2019, FL-12/03/2021, ID-05/30/2019, MT-01/29/2020, OR-05/30/2019, TX-05/30/2019, WA-05/30/2019 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
ACCOUNTING FIRM |
ADVDB.CO • SOURCE: SEC FORM ADV