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COLUMBIA ADVISORY PARTNERS, LLC
CRD 171616File 801-116703
APPROVED
Retail clients
Custody
Filing as of Aug 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$312.6M
Below cohort median (national)
Discretionary AUM
$243.0M
Non-discretionary $69.6M
Clients
631
1,822 accounts
Employees
19
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 18 | 19 | increased by1 |
| Mar 1, 2026 | Clients | 589 | 631 | increased by42 |
| Mar 1, 2026 | AUM | $262,790,000 | $312,630,000 | increased by$49,840,000 |
| Mar 1, 2026 | Accounts | 1,744 | 1,822 | increased by78 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 18 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 490 | 589 | increased by99 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $221,500,000 | $262,790,000 | increased by$41,290,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,308 | 1,744 | increased by436 |
| Jun 1, 2022 | Employees | 13 | 12 | decreased by1 |
| Feb 1, 2022 | Employees | 11 | 13 | increased by2 |
| Feb 1, 2022 | Clients | 410 | 490 | increased by80 |
| Feb 1, 2022 | AUM | $160,000,000 | $221,500,000 | increased by$61,500,000 |
| Feb 1, 2022 | Accounts | 1,146 | 1,308 | increased by162 |
| Sep 1, 2021 | Employees | 10 | 11 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COLUMBIA ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COLUMBIA ADVISORY” 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.