# Columbia Capital Management, LLC > Columbia Capital Management, LLC is an SEC-registered investment advisory firm in Merriam, KS, registered since 1998, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026. - CRD: 112773 - Filed as: COLUMBIA CAPITAL MANAGEMENT, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Merriam, KS - Filing period: October 2026 - Form ADV filing dated: March 24, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112773 - AdvisorCensus page: https://advisorcensus.com/firm/columbia-capital-management-llc-merriam-ks-112773 ## Quick answers **How is Columbia Capital Management, LLC compensated?** On its Form ADV (Item 5.E, October 2026), Columbia Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure. **Where is Columbia Capital Management, LLC located?** Columbia Capital Management, LLC's principal office is in Merriam, KS, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F). **Is Columbia Capital Management, LLC registered with the SEC or a state?** Columbia Capital Management, LLC is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 112773. **How much does Columbia Capital Management, LLC manage?** Columbia Capital Management, LLC reports $2,086,444,874 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary). **How have Columbia Capital Management, LLC's assets and staff changed since 2021?** In the Form ADV data for Columbia Capital Management, LLC: Regulatory assets under management: $811,772,668 in the October 2021 data and $2,086,444,874 in the October 2026 data, up 157%. Total employees: 14 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Columbia Capital Management, LLC serve?** By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (22); corporations or other businesses not listed above (6); other (2). **Which custodians does Columbia Capital Management, LLC use?** Columbia Capital Management, 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 Capital Management, 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/112773 ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Fixed fees (other than subscription fees) ### 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: $2,086,444,874 - Discretionary: $2,086,444,874 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | Not reported | $0 | | High net worth individuals | Not reported | $0 | | Banking or thrift institutions | Not reported | $0 | | Investment companies | Not reported | $0 | | Business development companies | Not reported | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 | | Charitable organizations | Not reported | $0 | | State or municipal government entities (including government pension plans) | 22 | $1,986,410,486 | | Other investment advisers | Not reported | $0 | | Insurance companies | Not reported | $0 | | Sovereign wealth funds and foreign official institutions | Not reported | $0 | | Corporations or other businesses not listed above | 6 | $41,286,209 | | Other | 2 | $58,748,179 | ### Advisory services (Item 5.G) - Portfolio management for businesses (other than small businesses) or institutional clients - Other ### Firm details - Registered since: 1998 (28 years) - Employees: 18 total, 6 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: CA, KS - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Other offices (Schedule D, Section 1.F), as of the April 2026 filing - Carlsbad, CA ### Websites listed on Form ADV (Item 1.I) - [bidvault.us](https://bidvault.us) - [columbiacapital.com](https://columbiacapital.com) - [columbiacapitalauction.com](https://columbiacapitalauction.com) - [getmunivault.com](https://getmunivault.com) - [municipaladvisor.info](https://municipaladvisor.info) - LinkedIn @columbia-capital-management-llc ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $811,772,668 | 14 | July 30, 2021 | | October 2022 | $1,035,446,086 | 14 | March 25, 2022 | | October 2023 | $1,391,084,759 | 15 | May 24, 2023 | | October 2024 | $1,747,846,198 | 15 | March 25, 2024 | | October 2025 | $1,936,145,185 | 16 | March 14, 2025 | | October 2026 | $2,086,444,874 | 18 | March 24, 2026 | Regulatory assets under management: $811,772,668 in the October 2021 data and $2,086,444,874 in the October 2026 data, up 157%. Total employees: 14 in October 2021 and 18 in October 2026. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Columbia Capital Management, LLC (CRD 112773): Form ADV filing data as of October 2026.