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ST. COLUMBANUS AG
CRD 169895File 801-78990
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$78.6M
Bottom 25% of cohort (national)
Discretionary AUM
$58.8M
Non-discretionary $19.7M
Clients
9
17 accounts
Employees
5
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jan 2, 2014
- Principal office
- ALTE HASLENSTRASSE 5, TEUFEN, 9053
- Phone
- +41 71 245 76 78
- Website
- HTTP://WWW.STCOLUMBANUS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $78.6M
- Discretionary AUM
- $58.8M
- Non-discretionary AUM
- $19.7M
- Discretionary accounts
- 11
- Non-discretionary accounts
- 6
- Total accounts
- 17
- AUM per client
- $8.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $5.8M |
| Insurance companies | Fewer than 5 | $24.7M |
| Charitable organizations | Fewer than 5 | $32.8M |
| Individuals (other than high net worth individuals) | 9 | $15.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- 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.