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COLUMBIA ASSET MANAGEMENT, L.L.C.
CRD 124174File 801-62115
APPROVED
Retail clients
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.20B
Above cohort median (national)
Discretionary AUM
$1.10B
Non-discretionary $96.2M
Clients
431
1,295 accounts
Employees
7
Top 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 12, 2003
- Principal office
- 924 N MAIN STREET, SUITE 1, ANN ARBOR, MI, 48104
- Phone
- 734-665-1455
- Website
- HTTP://WWW.COLUMBIAASSET.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.20B
- Discretionary AUM
- $1.10B
- Non-discretionary AUM
- $96.2M
- Discretionary accounts
- 1,292
- Non-discretionary accounts
- 3
- Total accounts
- 1,295
- AUM per client
- $2.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 20 | $179.6M |
| High net worth individuals | 210 | $954.7M |
| Individuals (other than high net worth individuals) | 201 | $65.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.