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| Columbia Advisory Partners LLC
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|
|---|---|
| CRD # | 171616 |
| SEC # | 801-116703 |
| CIK # | 0001808179, 0001990465, 0002007479 |
| AUM | $262.8 M (2025-03-21) |
| Employees | 18 (72% Investors, 11% Brokers) |
| Phone | 509-822-3850 |
| Address | 6501 N Cedar Road Spokane, WA 99208 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Gold & Silver Trust | 2.9 | ||
| Sprott Physical Silver Trust | 1.6 | ||
| Costco Wholesale Corp /NEW | 1.5 | ||
| Microsoft Corp | 1.5 | ||
| Sprott Physical Gold Trust | 1.4 | ||
| Amazon Com Inc | 1.4 | ||
| Blackstone Secured Lending Fund | 1.2 | ||
| Apple Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| SA | Cap Private Credit Fund LP | [2023-09-06] | 10.7 | 10.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 509 | 138.4 |
| (b) Individuals (high net worth individuals) | 79 | 114.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 10.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,744 | 262.8 |
| By Discretionary | ||
| Discretionary | 1,338 | 207.2 |
| Non-Discretionary | 406 | 55.6 |
| Total | 1,744 | 262.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 262.8 | |
| Total | 1,744 | 262.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Kim Smith | 3 | ||
| Jeremy Russell | 2 | ||
| Steven Larsen | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001808179] | |
| D | [0001990465] | |
| D | [0002007479] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Holland Advisory Services Inc
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|
FL | 0.3 |
|
Loyola Asset Management LLC
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|
FL | 0.3 |
|
Meriwether Wealth & Planning LLC
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LA | 0.3 |
|
Eastgate Capital Advisors LLC
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IL | 0.3 |
|
Rademacher Financial Inc
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KS | 0.3 |
|
Branson Frank A Inc
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CA | 0.3 |
|
NorthStar Financial Planning LLC
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|
NH | 0.3 |
|
Purefi Wealth LLC
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|
MA | 0.3 |
|
Catawba River Capital
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|
SC | 0.3 |
|
Ballentine Capital Advisors Inc
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|
SC | 0.3 |