Columbus Investment Advisory Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New Albany, OH. Its latest Form ADV filing, dated March 27, 2026, reports $454M in regulatory assets under management, 9 employees, and 307 accounts.
Assets Under Management
$454M
Employees
9
Offices
--
Total Clients
113
Primary office
NEW ALBANY, OH
68 NORTH HIGH STREET, BUILDING C, NEW ALBANY, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.7% of total clients.
Top client categories% of clientsClients
1
Individuals
71.7%
81
2
HNWI
20.4%
23
3
Charitable
8.0%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$454Mas of March 27, 2026
Discretionary99.6%
$452M
100% of total RAUM99.6%
Non-discretionary0.4%
$2M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$454M
Total Accounts307
10Y AUM Change+$130M (+40.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee13:1
10Y Employee Change+1 (+12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.