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COLUMBIA RIVER FINANCIAL GROUP
Legal name: COLUMBIA RIVER FINANCIAL GROUP, LLC
CRD 288539File 801-120016
APPROVED
Retail clients
Custody
Filing as of Sep 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$194.8M
Below cohort median (national)
Discretionary AUM
$181.4M
Non-discretionary $13.4M
Clients
278
731 accounts
Employees
4
Bottom 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Dec 21, 2020
- Principal office
- 16701 SE MCGILLIVRAY BLVD.,, #250, VANCOUVER, WA, 98683
- Phone
- 3603353350
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $194.8M
- Discretionary AUM
- $181.4M
- Non-discretionary AUM
- $13.4M
- Discretionary accounts
- 697
- Non-discretionary accounts
- 34
- Total accounts
- 731
- AUM per client
- $701K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.4M |
| High net worth individuals | 60 | $113.3M |
| Individuals (other than high net worth individuals) | 214 | $79.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
- Yes
- 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 |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 252 | 278 | increased by26 |
| Mar 1, 2026 | AUM | $157,030,831 | $194,831,125 | increased by$37,800,294 |
| Mar 1, 2026 | Accounts | 580 | 731 | increased by151 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 244 | 252 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $130,472,737 | $157,030,831 | increased by$26,558,094 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 497 | 580 | increased by83 |
| Apr 1, 2022 | Clients | 228 | 244 | increased by16 |
| Apr 1, 2022 | AUM | $110,857,054 | $130,472,737 | increased by$19,615,683 |
| Apr 1, 2022 | Accounts | 446 | 497 | increased by51 |
| 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 RIVER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COLUMBIA RIVER” 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.