{
  "crd_number": 154571,
  "slug": "columbia-river-advisors-tacoma-wa-154571",
  "primary_business_name": "COLUMBIA RIVER ADVISORS",
  "legal_name": "COLUMBIA RIVER ADVISORS, LLC",
  "dbas": [],
  "city": "Tacoma",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "42660",
  "metro": {
    "cbsa_code": "42660",
    "common_name": "Seattle",
    "msa_name": "Seattle-Tacoma-Bellevue, WA",
    "path": "/advisors/wa/seattle"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2010-11-24",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-07-08",
  "carried_forward": false,
  "raum_total": 191149780.0,
  "raum_discretionary": 187698182.0,
  "raum_non_discretionary": 3451598.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": null,
      "count": 0
    },
    "individuals": {
      "raum": 90564952.0,
      "count": 203
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 100259619.0,
      "count": 28
    },
    "pooled_investment_vehicles": {
      "raum": 325209.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": 0
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CA",
    "IN",
    "MT",
    "OR",
    "WA"
  ],
  "websites": [
    "https://columbiariveradvisors.com",
    "https://facebook.com/COLUMBIARIVERADVISORS",
    "https://instagram.com/columbiariveradvisors",
    "https://investcra.com",
    "https://linkedin.com/COMPANY/COLUMBIA-RIVER-ADVISORS",
    "https://trustcra.com",
    "https://twitter.com/INVESTCRA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154571",
  "disclosure_items": [
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    }
  ],
  "city_as_filed": "TACOMA",
  "url": "https://advisorcensus.com/firm/columbia-river-advisors-tacoma-wa-154571",
  "display_name": "Columbia River Advisors",
  "summary": "Columbia River Advisors is an SEC-registered investment advisory firm in Tacoma, WA, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 8, 2026.",
  "citation": "AdvisorCensus. Columbia River Advisors (CRD 154571): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Columbia River Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Columbia River Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Columbia River Advisors charge?",
      "a": "Its Form ADV Part 2A brochure dated July 8, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states); Flat fee: $1,500 to $10,000 (financial planning and consulting engagements); Hourly rate: $150 to $500 an hour (financial planning and consulting engagements). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Columbia River Advisors located?",
      "a": "Columbia River Advisors' principal office is in Tacoma, WA, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Columbia River Advisors registered with the SEC or a state?",
      "a": "Columbia River Advisors is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 154571."
    },
    {
      "q": "How much does Columbia River Advisors manage?",
      "a": "Columbia River Advisors reports $191,149,780 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (98% discretionary)."
    },
    {
      "q": "How have Columbia River Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Columbia River Advisors: Regulatory assets under management: $441,950,774 in the October 2021 data and $191,149,780 in the October 2026 data, down 57%. Total employees: 7 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Columbia River Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (203); high net worth individuals (28); pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Which custodians does Columbia River Advisors use?",
      "a": "Columbia River Advisors' 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."
    },
    {
      "q": "Does Columbia River Advisors report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.C(4) (SEC or CFTC order) and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/154571"
    },
    {
      "q": "Does Columbia River Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 8, 2026 says: \"For Portfolio Management Services, we have a minimum account requirement of $250,000.00, which may be reduced at our discretion.\""
    },
    {
      "q": "What changed in Columbia River Advisors' recent Form ADV filings?",
      "a": "In the January 2026 filing data: No longer registered or notice-filed in AK, NC, WI."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 441950774.0,
      "total_employees": 7,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 496036734.0,
      "total_employees": 7,
      "filing_date": "2022-01-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 426046091.0,
      "total_employees": 7,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 471863340.0,
      "total_employees": 6,
      "filing_date": "2024-08-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 189572914.0,
      "total_employees": 6,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 191149780.0,
      "total_employees": 6,
      "filing_date": "2026-07-08"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in AK, NC, WI."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 8, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.5% of assets a year",
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,500 to $10,000 (financial planning and consulting engagements)",
      "Hourly rate: $150 to $500 an hour (financial planning and consulting engagements)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "CRA charges an asset-based fee of up to 1.50% annually on all household account assets, which is negotiable between the client and the IAR."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "For Portfolio Management Services, we have a minimum account requirement of $250,000.00, which may be reduced at our discretion."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,500 to $10,000 (financial planning and consulting engagements)"
        ],
        "quotes": [
          "Fixed Fees: Range from $1,500.00 to $10,000.00, though fees outside this range may be agreed to in writing. These are negotiated between you and your IAR."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $150 to $500 an hour (financial planning and consulting engagements)"
        ],
        "quotes": [
          "Hourly Fees: If you and your IAR agree to an hourly arrangement instead, hourly rates range from $150.00 to $500.00 per hour, billed in 15-minute increments."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.5,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1500.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "financial planning and consulting engagements"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 150.0,
          "max": 500.0,
          "period": "hour",
          "service": "financial planning and consulting engagements"
        }
      ]
    },
    "quotes": [
      "CRA charges an asset-based fee of up to 1.50% annually on all household account assets, which is negotiable between the client and the IAR.",
      "For Portfolio Management Services, we have a minimum account requirement of $250,000.00, which may be reduced at our discretion.",
      "Fixed Fees: Range from $1,500.00 to $10,000.00, though fees outside this range may be agreed to in writing. These are negotiated between you and your IAR.",
      "Hourly Fees: If you and your IAR agree to an hourly arrangement instead, hourly rates range from $150.00 to $500.00 per hour, billed in 15-minute increments."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/columbia-river-advisors-tacoma-wa-154571.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 203,
      "fewer_than_5": false,
      "raum": 90564952.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 28,
      "fewer_than_5": false,
      "raum": 100259619.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 325209.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154571",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}