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| Columbia Asset Management LLC
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| CRD # | 124174 |
| SEC # | 801-62115 |
| CIK # | 0001585047 |
| AUM | 1,200.0 M (2026-03-12) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 734-665-1455 |
| Address | 924 N Main Street Ann Arbor, MI 48104 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001585047 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 50.3 | ||
| Microsoft Corp | 33.4 | ||
| Alphabet Inc | 21.3 | ||
| ERIE Indemnity Co | 18.2 | ||
| Amazon Com Inc | 17.6 | ||
| Visa Inc | 15.5 | ||
| Broadcom Inc | 14.7 | ||
| Merck & Co Inc | 13.4 | ||
| Johnson & Johnson | 13.3 | ||
| Caterpillar Inc | 10.7 | ||
| Alphabet Inc | 10.2 | ||
| J P Morgan Chase & Co | 9.7 | ||
| Amgen Inc | 7.9 | ||
| Lilly Eli & Co | 7.8 | ||
| AbbVie Inc | 7.7 | ||
| Chevron Corp | 7.5 | ||
| Starbucks Corp | 7.3 | ||
| Verizon Communications Inc | 7.3 | ||
| International Business Machines Corp | 7.1 | ||
| Cisco Systems Inc | 7.0 | ||
| BP PLC | 6.1 | ||
| Union Pacific Corp | 5.9 | ||
| Nvidia Corp | 5.8 | ||
| Procter & Gamble Co | 5.7 | ||
| Coca Cola Co | 5.5 | ||
| Pfizer Inc | 5.5 | ||
| Nike Inc | 5.3 | ||
| Medtronic Holdings Ltd | 5.3 | ||
| Target Corp | 5.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 201 | 65.7 |
| (b) Individuals (high net worth individuals) | 210 | 954.7 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 20 | 179.6 |
| (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 | 1,295 | 1,200.0 |
| By Discretionary | ||
| Discretionary | 1,292 | 1,103.8 |
| Non-Discretionary | 3 | 96.2 |
| Total | 1,295 | 1,200.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.7 | |
| United States Persons | 1,197.3 | |
| Total | 1,295 | 1,200.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001585047] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Retail |
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|---|---|---|
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