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COLUMBIA CAPITAL MANAGEMENT, LLC
CRD 112773File 801-55499
APPROVED
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.09B
Top 25% of cohort (national)
Discretionary AUM
$2.09B
Clients
28
110 accounts
Employees
18
Top 25% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 15, 1998
- Principal office
- 6700 ANTIOCH, SUITE 250, MERRIAM, KS, 66204
- Phone
- 913-248-8500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.09B
- Discretionary AUM
- $2.09B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 110
- Non-discretionary accounts
- 0
- Total accounts
- 110
- AUM per client
- $74.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $41.3M |
| State or municipal government entities | 22 | $1.99B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 30 | 28 | decreased by2 |
| Apr 1, 2026 | Employees | 16 | 18 | increased by2 |
| Apr 1, 2026 | Clients | 29 | 30 | increased by1 |
| Apr 1, 2026 | AUM | $1,936,145,185 | $2,086,444,874 | increased by$150,299,689 |
| Apr 1, 2026 | Accounts | 102 | 110 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 16 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 17 | 29 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,035,446,086 | $1,936,145,185 | increased by$900,699,099 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 58 | 102 | increased by44 |
| Apr 1, 2022 | Clients | 16 | 17 | increased by1 |
| Apr 1, 2022 | AUM | $811,772,668 | $1,035,446,086 | increased by$223,673,418 |
| Apr 1, 2022 | Accounts | 54 | 58 | increased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COLUMBIA CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COLUMBIA CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.