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| Happy Holidays!! thanks for using AUM13F!! |
| Columbus Investment Advisory Inc
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| CRD # | 104595 |
| SEC # | 801-51052 |
| CIK # | |
| AUM | $405.6 M (2025-03-27) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 614-882-1418 |
| Address | 68 North High Street New Albany, OH 43054-7101 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 96.5 |
| (b) Individuals (high net worth individuals) | 23 | 302.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 6.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 103 | 405.6 |
| By Discretionary | ||
| Discretionary | 102 | 404.4 |
| Non-Discretionary | 1 | 1.2 |
| Total | 103 | 405.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 405.6 | |
| Total | 103 | 405.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Financial Resource Center Inc
✚
|
IN | 0.4 |
|
Financial Freedom LLC
✚
|
OH | 0.4 |
|
Mastodon Advisory Group LLC
✚
|
0.4 | |
|
Bernard Caroli Wealth Management Inc
✚
|
NJ | 0.4 |
|
Wealth Effects LLC
✚
|
MA | 0.4 |
|
Members Advisory Group LLC
✚
|
NY | 0.4 |
|
HRC Wealth Management LLC
✚
|
ID | 0.4 |
|
Fruth Investment Management
✚
|
TX | 0.4 |
|
Zanetti Financial LLC
✚
|
NM | 0.4 |
|
Garner Asset Management Corporation
✚
|
0.4 |