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| Keyboard |
| Columbus Investment Advisory Inc
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|---|---|
| CRD # | 104595 |
| SEC # | 801-51052 |
| CIK # | |
| AUM | 453.7 M (2026-03-27) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 614-882-1418 |
| Address | 68 North High Street New Albany, OH 43054-7101 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 123.5 |
| (b) Individuals (high net worth individuals) | 23 | 323.4 |
| (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 | 9 | 6.8 |
| (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 | 307 | 453.7 |
| By Discretionary | ||
| Discretionary | 306 | 451.7 |
| Non-Discretionary | 1 | 2.0 |
| Total | 307 | 453.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 453.7 | |
| Total | 307 | 453.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 1 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Warner Group LLC
✚
|
CT | 458.5 M |
|
Access Investment Management LLC
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|
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|
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NJ | 455.6 M |
|
Chaney Capital Management Inc
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|
Selective Wealth Management Inc
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|
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|
Laurel Wealth Planning LLC
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|
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|
McClarren Financial Advisors Inc
✚
|
PA | 453.0 M |
|
Aspen Investment Management Inc
✚
|
MI | 452.5 M |
|
IFC Personal Money Managers Inc
✚
|
NY | 450.9 M |
|
Silverleafe Capital Partners LLC
✚
|
TN | 449.2 M |