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| Columbia Advisory Partners LLC
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| CRD # | 171616 |
| SEC # | 801-116703 |
| CIK # | 0002007479, 0001808179, 0001990465 |
| AUM | 312.6 M (2026-06-18) |
| Employees | 19 (58% Investors, 11% Brokers) |
| Phone | 509-822-3850 |
| Address | 6501 N Cedar Road Spokane, WA 99208 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Gold & Silver Trust | 3.1 | ||
| Sprott Physical Silver Trust | 2.1 | ||
| Costco Wholesale Corp /NEW | 1.5 | ||
| Apple Inc | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| SA | Sound Cap Income Fund LLC | 2026-02-20 | ||
| SA | Cap Private Credit Fund LP | [2023-09-06] | 10.7 M | 16.0 M |
| Filed 2025-06-03 (D/A) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 445 | 112.9 |
| (b) Individuals (high net worth individuals) | 185 | 183.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 16.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,822 | 312.6 |
| By Discretionary | ||
| Discretionary | 1,417 | 243.0 |
| Non-Discretionary | 405 | 69.6 |
| Total | 1,822 | 312.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 312.6 | |
| Total | 1,822 | 312.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Kim Smith | Executive Officer | 3 | 2 | |
| Jeremy Russell | Executive Officer | 2 | 2 | |
| Steven Larsen | Executive Officer | 2 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001808179] | |
| D | [0001990465] | |
| D | [0002007479] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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