# Columbia Benefits, LLC

> Columbia Benefits, LLC is an SEC-registered investment advisory firm in Denver, CO, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 132261
- Filed as: COLUMBIA BENEFITS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/132261
- AdvisorCensus page: https://advisorcensus.com/firm/columbia-benefits-llc-denver-co-132261

## Quick answers

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

**Where is Columbia Benefits, LLC located?**
Columbia Benefits, LLC's principal office is in Denver, CO, according to its Form ADV.

**Is Columbia Benefits, LLC registered with the SEC or a state?**
Columbia Benefits, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 132261.

**How much does Columbia Benefits, LLC manage?**
Columbia Benefits, LLC reports $116,170,423 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Columbia Benefits, LLC's assets and staff changed since 2025?**
In the Form ADV data for Columbia Benefits, LLC: Regulatory assets under management: $107,727,309 in the October 2025 data and $116,170,423 in the October 2026 data, up 8%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Columbia Benefits, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (61); high net worth individuals (48); pension and profit sharing plans (but not the plan participants or government pension plans) (26).

**Does Columbia Benefits, 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/132261

**Does Columbia Benefits, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The minimum account size to utilize the investment advisory services of Columbia Benefits is $250,000. The minimum account size may be waived by Columbia Benefits in certain circumstances."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> The minimum account size to utilize the investment advisory services of Columbia Benefits is $250,000. The minimum account size may be waived by Columbia Benefits in certain circumstances.

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

### Regulatory assets under management (Item 5.F)
- Total: $116,170,423
- Discretionary: $116,170,423
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 61 | $14,277,488 |
| High net worth individuals | 48 | $81,142,270 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 26 | $20,592,215 |
| 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 | 3 | $158,450 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, NV, TX, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cbadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $107,727,309 | 1 | May 16, 2025 |
| October 2026 | $116,170,423 | 1 | March 31, 2026 |

Regulatory assets under management: $107,727,309 in the October 2025 data and $116,170,423 in the October 2026 data, up 8%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Columbia Benefits, LLC (CRD 132261): Form ADV filing data as of October 2026.