Columbia Advisory Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Spokane, WA. Its latest Form ADV filing, dated March 2, 2026, reports $313M in regulatory assets under management, 19 employees, 3 offices, and 1,822 accounts.
Assets Under Management
$313M
Employees
19
Offices
3 offices
Total Clients
631
Primary office
SPOKANE, WA
6501 N CEDAR ROAD, BUILDING 4, SUITE C, SPOKANE, WA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.5% of total clients.
Top client categories% of clientsClients
1
Individuals
70.5%
445
2
HNWI
29.3%
185
3
Pooled Investment Vehicles
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$313Mas of March 2, 2026
Discretionary77.7%
$243M
78% of total RAUM77.7%
Non-discretionary22.3%
$70M
22% of total RAUM22.3%
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.
Total AUM$313M
Total Accounts1,822
10Y AUM Change+$212M (+209.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee33:1
10Y Employee Change+9 (+90.0%)
* 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.