{
  "crd_number": 104595,
  "slug": "columbus-investment-advisory-inc-new-albany-oh-104595",
  "primary_business_name": "COLUMBUS INVESTMENT ADVISORY INC.",
  "legal_name": "COLUMBUS INVESTMENT ADVISORY INC.",
  "dbas": [],
  "city": "New Albany",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "18140",
  "metro": {
    "cbsa_code": "18140",
    "common_name": "Columbus",
    "msa_name": "Columbus, OH",
    "path": "/advisors/oh/columbus"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1996-02-09",
  "years_registered": 30,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 453724871.0,
  "raum_discretionary": 451709642.0,
  "raum_non_discretionary": 2015229.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 6791445.0,
      "count": 9
    },
    "individuals": {
      "raum": 123500809.0,
      "count": 81
    },
    "high_net_worth_individuals": {
      "raum": 323432617.0,
      "count": 23
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "OH"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104595",
  "city_as_filed": "NEW ALBANY",
  "url": "https://advisorcensus.com/firm/columbus-investment-advisory-inc-new-albany-oh-104595",
  "display_name": "Columbus Investment Advisory Inc.",
  "summary": "Columbus Investment Advisory Inc. is an SEC-registered investment advisory firm in New Albany, OH, registered since 1996, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Columbus Investment Advisory Inc. (CRD 104595): 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": [
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Columbus Investment Advisory Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Columbus Investment Advisory Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Columbus Investment Advisory Inc. located?",
      "a": "Columbus Investment Advisory Inc.'s principal office is in New Albany, OH, according to its Form ADV."
    },
    {
      "q": "Is Columbus Investment Advisory Inc. registered with the SEC or a state?",
      "a": "Columbus Investment Advisory Inc. is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 104595."
    },
    {
      "q": "How much does Columbus Investment Advisory Inc. manage?",
      "a": "Columbus Investment Advisory Inc. reports $453,724,871 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Columbus Investment Advisory Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Columbus Investment Advisory Inc.: Regulatory assets under management: $340,853,183 in the October 2021 data and $453,724,871 in the October 2026 data, up 33%. Total employees: 9 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Columbus Investment Advisory Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (81); high net worth individuals (23); charitable organizations (9)."
    },
    {
      "q": "Which custodians does Columbus Investment Advisory Inc. use?",
      "a": "Columbus Investment Advisory Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BofA Securities, Inc. and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Columbus Investment Advisory Inc. report any disciplinary disclosures?",
      "a": "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/104595"
    },
    {
      "q": "What changed in Columbus Investment Advisory Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $405,608,867 to $453,724,871 (+12%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 340853183.0,
      "total_employees": 9,
      "filing_date": "2021-04-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 374456948.0,
      "total_employees": 9,
      "filing_date": "2022-04-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 324227892.0,
      "total_employees": 8,
      "filing_date": "2023-03-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 345471029.0,
      "total_employees": 8,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 405608867.0,
      "total_employees": 9,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 453724871.0,
      "total_employees": 9,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $405,608,867 to $453,724,871 (+12%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$2,500",
    "planning_fees": [],
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $2,500"
        ],
        "quotes": [
          "There is a minimum annual fee of $2,500"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 2500.0,
      "planning": []
    },
    "quotes": [
      "There is a minimum annual fee of $2,500"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "BofA Securities, Inc.",
      "name_as_filed": "BOFA SECURITIES, INC.",
      "affiliated": false
    },
    {
      "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/columbus-investment-advisory-inc-new-albany-oh-104595.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 81,
      "fewer_than_5": false,
      "raum": 123500809.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 23,
      "fewer_than_5": false,
      "raum": 323432617.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 9,
      "fewer_than_5": false,
      "raum": 6791445.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/104595",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}