# Columbus Street Wealth Management, LLC

> Columbus Street Wealth Management, LLC is an SEC-registered investment advisory firm in Dublin, OH, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 301788
- Filed as: COLUMBUS STREET WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dublin, OH
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301788
- AdvisorCensus page: https://advisorcensus.com/firm/columbus-street-wealth-management-llc-dublin-oh-301788

## Quick answers

**How is Columbus Street Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Columbus Street Wealth Management, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Columbus Street Wealth Management, LLC located?**
Columbus Street Wealth Management, LLC's principal office is in Dublin, OH, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Columbus Street Wealth Management, LLC registered with the SEC or a state?**
Columbus Street Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 301788.

**How much does Columbus Street Wealth Management, LLC manage?**
Columbus Street Wealth Management, LLC reports $144,549,263 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (88% discretionary).

**What types of clients does Columbus Street Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (44); high net worth individuals (38).

**Which custodians does Columbus Street Wealth Management, LLC use?**
Columbus Street Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Nationwide Investment Services Corporation as custodians holding 10% or more of its separately managed account assets.

**Does Columbus Street Wealth 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/301788

**What changed in Columbus Street Wealth Management, LLC's recent Form ADV filings?**
In the October 2026 filing data: No longer lists an office in Dublin, OH.

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Nationwide Investment Services Corporation

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: $144,549,263
- Discretionary: $127,711,411
- Non-discretionary: $16,837,852

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $20,714,788 |
| High net worth individuals | 38 | $119,566,505 |
| Charitable organizations | Fewer than 5 | $4,267,970 |

### 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Dublin, OH

### Websites listed on Form ADV (Item 1.I)
- columbusstreetfin.com
- Facebook @ColumbusStreetFinancialPlanning
- Instagram @columbusstreetfinancial
- LinkedIn @columbus-street-financial-planning

## Changes in the filing (last 12 months)

### October 2026
- No longer lists an office in Dublin, OH.

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Columbus Street Wealth Management, LLC (CRD 301788): Form ADV filing data as of October 2026.