COLUMBIA ADVISORY PARTNERS, LLC

CRD 171616File 801-116703

APPROVED

Retail clients

Custody

Filing as of Jun 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$312.6M

Below cohort median (national)

Discretionary AUM

$243.0M

Non-discretionary $69.6M

Clients

631

1,822 accounts

Employees

Below cohort median in WA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: May 30, 2019
Principal office: 6501 N CEDAR ROAD, BUILDING 4, SUITE C, SPOKANE, WA, 99208
Phone: 509-822-3850
Website: https://www.capnorthwest.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $312.6M
Discretionary AUM: $243.0M
Non-discretionary AUM: $69.6M
Discretionary accounts: 1,417
Non-discretionary accounts: 405
Total accounts: 1,822
AUM per client: $495K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	185	$183.7M
Pooled investment vehicles	1	$16.0M
Individuals (other than high net worth individuals)	445	$112.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This 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.