AdvisorCensus / Financial advisors / Washington / Seattle / Colmina, LLC
Colmina, LLC is a state-registered investment advisory firm in Seattle, WA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.
Quick answers
From the filingHow is Colmina, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Colmina, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Colmina, LLC located?
Colmina, LLC's principal office is in Seattle, WA, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Colmina, LLC registered with the SEC or a state?
Colmina, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 289191.
How much does Colmina, LLC manage?
Colmina, LLC reports $140,275,476 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary).
How have Colmina, LLC's assets and staff changed since 2022?
In the Form ADV data for Colmina, LLC: Regulatory assets under management: $101,910,000 in the October 2022 data and $140,275,476 in the October 2026 data, up 38%. Total employees: 10 in October 2022 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Colmina, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (122); individuals (other than high net worth individuals) (85); corporations or other businesses not listed above (12).
Does Colmina, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/289191
What changed in Colmina, LLC's recent Form ADV filings?
In the October 2026 filing data: Regulatory assets under management went from $85,337,478 to $140,275,476 (+64%). Added an office in Spokane Valley, WA. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$140,275,476 as of October 2026, filing dated September 28, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2018 (8 years)
- Employees
- Total: 9. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the October 2026 filing
- States registered or notice-filed
-
5 states or jurisdictions
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $140,275,476 | 9 | September 28, 2026 |
| October 2022 | $101,910,000 | 10 | August 10, 2022 |
Regulatory assets under management: $101,910,000 in the October 2022 data and $140,275,476 in the October 2026 data, up 38%.
Total employees: 10 in October 2022 and 9 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Regulatory assets under management went from $85,337,478 to $140,275,476 (+64%).
- Added an office in Spokane Valley, WA.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Colmina, LLC (CRD 289191): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/colmina-llc-seattle-wa-289191