Columbia Asset Management, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ann Arbor, MI. Its latest Form ADV filing, dated March 12, 2026, reports $1.2B in regulatory assets under management, 7 employees, and 1,295 accounts.
Assets Under Management
$1.2B
Employees
7
Offices
--
Total Clients
431
Primary office
ANN ARBOR, MI
924 N MAIN STREET, SUITE 1, ANN ARBOR, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 48.7% of total clients.
Top client categories% of clientsClients
1
HNWI
48.7%
210
2
Individuals
46.6%
201
3
Charitable
4.6%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 12, 2026
Discretionary92.0%
$1.1B
92% of total RAUM92.0%
Non-discretionary8.0%
$96M
8% of total RAUM8.0%
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$1.2B
Total Accounts1,295
10Y AUM Change+$699M (+139.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee62:1
10Y Employee Change+2 (+40.0%)
* 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.