|
⚲
|
| Columbus Investment Advisory Inc
✚
| |
|---|---|
| CRD # | 104595 |
| SEC # | 801-51052 |
| CIK # | |
| AUM | $345.5 MM (2024-03-26) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 614-882-1418 |
| Address | 68 North High Street New Albany, OH 43054-7101 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 101.4 |
| (b) Individuals (high net worth individuals) | 20 | 238.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 6.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 104 | 345.5 |
| By Discretionary | ||
| Discretionary | 103 | 344.2 |
| Non-Discretionary | 1 | 1.3 |
| Total | 104 | 345.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 345.5 | |
| Total | 104 | 345.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hardin Capital Partners LLC
✚
|
SC | 0.3 |
|
Rezny Wealth Management Inc
✚
|
FL | 0.3 |
|
Cross Financial Advisors LLC
✚
|
OR | 0.3 |
|
Beaton Management Co Inc
✚
|
MA | 0.3 |
|
AZ Apice Capital Management LLC
✚
|
FL | 0.3 |
|
Templeton Financial Services Inc
✚
|
AZ | 0.3 |
|
XCEL Wealth Management LLC
✚
|
FL | 0.3 |
|
The Financial Resource Center Inc
✚
|
IN | 0.3 |
|
Chaney Capital Management Inc
✚
|
WA | 0.3 |
|
Hall Capital Management Company Inc
✚
|
RI | 0.3 |