# Columbia Advisory Partners, LLC

> Columbia Advisory Partners, LLC is an SEC-registered investment advisory firm in Spokane, WA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 21, 2026.

- CRD: 171616
- Filed as: COLUMBIA ADVISORY PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Spokane, WA
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171616
- AdvisorCensus page: https://advisorcensus.com/firm/columbia-advisory-partners-llc-spokane-wa-171616

## Quick answers

**How is Columbia Advisory Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Columbia Advisory Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Columbia Advisory Partners, LLC charge?**
Its Form ADV Part 2A brochure dated August 21, 2026 states: Hourly rate: $150 to $450 an hour (financial planning and consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Columbia Advisory Partners, LLC located?**
Columbia Advisory Partners, LLC's principal office is in Spokane, WA, according to its Form ADV; the September 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Columbia Advisory Partners, LLC registered with the SEC or a state?**
Columbia Advisory Partners, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 171616.

**How much does Columbia Advisory Partners, LLC manage?**
Columbia Advisory Partners, LLC reports $312,630,000 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (78% discretionary).

**How have Columbia Advisory Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Columbia Advisory Partners, LLC: Regulatory assets under management: $160,000,000 in the October 2021 data and $312,630,000 in the October 2026 data, up 95%. Total employees: 11 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Columbia Advisory Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (445); high net worth individuals (185); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Columbia Advisory Partners, LLC use?**
Columbia Advisory Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Columbia Advisory Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171616

**What changed in Columbia Advisory Partners, LLC's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in MI.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 21, 2026)

- Hourly rate: $150 to $450 an hour (financial planning and consulting)

> Hourly planning and consulting fees are billed at an hourly rate ranging from $150 – $450 depending on the financial planner assigned to the engagement and the details and complexity of the issues.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $312,630,000
- Discretionary: $243,040,000
- Non-discretionary: $69,590,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 445 | $112,890,000 |
| High net worth individuals | 185 | $183,740,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $16,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 19 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, ID, MI, MT, NC, ND, NE, OR, SD, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Glendale, AZ
- Sioux Falls, SD
- Spokane, WA

### Websites listed on Form ADV (Item 1.I)
- capnorthwest.com
- Facebook @capnorthwest
- LinkedIn @CAPNORTHWEST

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $160,000,000 | 11 | August 11, 2021 |
| October 2022 | $221,500,000 | 12 | July 20, 2022 |
| October 2023 | $232,652,000 | 12 | September 6, 2023 |
| October 2024 | $240,250,000 | 12 | April 11, 2024 |
| October 2025 | $262,790,000 | 18 | March 21, 2025 |
| October 2026 | $312,630,000 | 19 | August 21, 2026 |

Regulatory assets under management: $160,000,000 in the October 2021 data and $312,630,000 in the October 2026 data, up 95%.
Total employees: 11 in October 2021 and 19 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in MI.

### April 2026
- Registered or notice-filed in NC.

### March 2026
- Employees performing advisory functions went from 13 to 11.
- Regulatory assets under management went from $262,790,000 to $312,630,000 (+19%).
- Added an office in Sioux Falls, SD.
- No longer lists an office in Henderson, TX.
- Registered or notice-filed in ND, NE, SD.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Columbia Advisory Partners, LLC (CRD 171616): Form ADV filing data as of October 2026.