# Columbia River Financial Group

> Columbia River Financial Group is an SEC-registered investment advisory firm in Vancouver, WA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 3, 2026.

- CRD: 288539
- Filed as: COLUMBIA RIVER FINANCIAL GROUP
- Legal name: Columbia River Financial Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vancouver, WA
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288539
- AdvisorCensus page: https://advisorcensus.com/firm/columbia-river-financial-group-vancouver-wa-288539

## Quick answers

**How is Columbia River Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Columbia River Financial Group reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Columbia River Financial Group located?**
Columbia River Financial Group's principal office is in Vancouver, WA, according to its Form ADV.

**Is Columbia River Financial Group registered with the SEC or a state?**
Columbia River Financial Group is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 288539.

**How much does Columbia River Financial Group manage?**
Columbia River Financial Group reports $194,831,125 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (93% discretionary).

**How have Columbia River Financial Group's assets and staff changed since 2021?**
In the Form ADV data for Columbia River Financial Group: Regulatory assets under management: $110,857,054 in the October 2021 data and $194,831,125 in the October 2026 data, up 76%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Columbia River Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (214); high net worth individuals (60); corporations or other businesses not listed above (4).

**Which custodians does Columbia River Financial Group use?**
Columbia River Financial Group'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 River Financial Group 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/288539

**What changed in Columbia River Financial Group's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in FL.

## From the Form ADV filing

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

### 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: $194,831,125
- Discretionary: $181,389,510
- Non-discretionary: $13,441,615

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 214 | $79,172,627 |
| High net worth individuals | 60 | $113,292,461 |
| Corporations or other businesses not listed above | 4 | $2,366,037 |

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

### Firm details
- Registered since: 2020 (5 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [columbiariverfg.com](https://columbiariverfg.com)
- Facebook @columbiariverfg.com
- LinkedIn @columbiariverfinancialgroupllc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $110,857,054 | 4 | March 4, 2021 |
| October 2022 | $130,472,737 | 4 | May 17, 2022 |
| October 2023 | $119,808,641 | 4 | March 13, 2023 |
| October 2024 | $137,599,048 | 4 | March 7, 2024 |
| October 2025 | $157,030,831 | 4 | March 17, 2025 |
| October 2026 | $194,831,125 | 4 | September 3, 2026 |

Regulatory assets under management: $110,857,054 in the October 2021 data and $194,831,125 in the October 2026 data, up 76%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in FL.

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

### March 2026
- Regulatory assets under management went from $157,030,831 to $194,831,125 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Columbia River Financial Group (CRD 288539): Form ADV filing data as of October 2026.