{
  "crd_number": 169895,
  "slug": "st-columbanus-ag-teufen-169895",
  "primary_business_name": "ST. COLUMBANUS AG",
  "legal_name": "ST. COLUMBANUS AG",
  "dbas": [],
  "city": "Teufen",
  "state": null,
  "country": "Switzerland",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-01-02",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 78558930.0,
  "raum_discretionary": 58820155.0,
  "raum_non_discretionary": 19738775.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 5,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 32840349.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 15268286.0,
      "count": 9
    },
    "insurance_companies": {
      "raum": 24679015.0,
      "count": null,
      "fewer_than_5": true
    },
    "corporations_other_businesses": {
      "raum": 5771280.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "LA",
    "TX"
  ],
  "websites": [
    "https://stcolumbanus.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/169895",
  "city_as_filed": "TEUFEN",
  "url": "https://advisorcensus.com/firm/st-columbanus-ag-teufen-169895",
  "display_name": "ST. Columbanus AG",
  "summary": "ST. Columbanus AG is an SEC-registered investment advisory firm in Teufen, Switzerland, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. ST. Columbanus AG (CRD 169895): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is ST. Columbanus AG compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), ST. Columbanus AG reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is ST. Columbanus AG located?",
      "a": "ST. Columbanus AG's principal office is in Teufen, Switzerland, according to its Form ADV."
    },
    {
      "q": "Is ST. Columbanus AG registered with the SEC or a state?",
      "a": "ST. Columbanus AG is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 169895."
    },
    {
      "q": "How much does ST. Columbanus AG manage?",
      "a": "ST. Columbanus AG reports $78,558,930 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (75% discretionary)."
    },
    {
      "q": "How have ST. Columbanus AG's assets and staff changed since 2021?",
      "a": "In the Form ADV data for ST. Columbanus AG: Regulatory assets under management: $56,963,920 in the October 2021 data and $78,558,930 in the October 2026 data, up 38%. Total employees: 1 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does ST. Columbanus AG serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9)."
    },
    {
      "q": "Which custodians does ST. Columbanus AG use?",
      "a": "ST. Columbanus AG's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank Vontobel AG and DZ Privatbank (Schweiz) AG as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does ST. Columbanus AG 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/169895"
    },
    {
      "q": "Does ST. Columbanus AG state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"Generally, Columbanus prefers its client relationships to have a minimum of 500,000 CHF of assets under management.\""
    },
    {
      "q": "What changed in ST. Columbanus AG's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $58,752,521 to $78,558,930 (+34%). Registered or notice-filed in LA. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 56963920.0,
      "total_employees": 1,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 55086168.0,
      "total_employees": 1,
      "filing_date": "2022-03-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 50490242.0,
      "total_employees": 1,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 53982869.0,
      "total_employees": 1,
      "filing_date": "2024-03-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 58752521.0,
      "total_employees": 1,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 78558930.0,
      "total_employees": 5,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 2.",
        "Regulatory assets under management went from $58,752,521 to $78,558,930 (+34%).",
        "Registered or notice-filed in LA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000"
        ],
        "quotes": [
          "Generally, Columbanus prefers its client relationships to have a minimum of 500,000 CHF of assets under management."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Generally, Columbanus prefers its client relationships to have a minimum of 500,000 CHF of assets under management."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Bank Vontobel AG",
      "name_as_filed": "BANK VONTOBEL AG",
      "affiliated": false
    },
    {
      "name": "DZ Privatbank (Schweiz) AG",
      "name_as_filed": "DZ PRIVATBANK (SCHWEIZ) AG",
      "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/st-columbanus-ag-teufen-169895.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 15268286.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 32840349.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 24679015.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 5771280.0
    }
  ],
  "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/169895",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}