# 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.

- CRD: 289191
- Filed as: COLMINA, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289191
- AdvisorCensus page: https://advisorcensus.com/firm/colmina-llc-seattle-wa-289191

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $140,275,476
- Discretionary: $140,275,476
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 85 | $14,242,182 |
| High net worth individuals | 122 | $97,618,552 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $2,403,462 |
| Charitable organizations | 1 | $101,095 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 12 | $25,910,185 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 9 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, ID, NV, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Seattle, WA
- Spokane Valley, WA

### Websites listed on Form ADV (Item 1.I)
- colmina.com
- Facebook @Colmina.llc
- Instagram @colmina_llc
- LinkedIn @colmina-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $101,910,000 | 10 | August 10, 2022 |
| October 2026 | $140,275,476 | 9 | September 28, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Colmina, LLC (CRD 289191): Form ADV filing data as of October 2026.