# ST. Columbanus AG

> 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.

- CRD: 169895
- Filed as: ST. COLUMBANUS AG
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Teufen, Switzerland
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169895
- AdvisorCensus page: https://advisorcensus.com/firm/st-columbanus-ag-teufen-169895

## Quick answers

**How is ST. Columbanus AG compensated?**
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.

**Where is ST. Columbanus AG located?**
ST. Columbanus AG's principal office is in Teufen, Switzerland, according to its Form ADV.

**Is ST. Columbanus AG registered with the SEC or a state?**
ST. Columbanus AG is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 169895.

**How much does ST. Columbanus AG manage?**
ST. Columbanus AG reports $78,558,930 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (75% discretionary).

**How have ST. Columbanus AG's assets and staff changed since 2021?**
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.

**What types of clients does ST. Columbanus AG serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9).

**Which custodians does ST. Columbanus AG use?**
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.

**Does ST. Columbanus AG 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/169895

**Does ST. Columbanus AG state an account minimum?**
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."

**What changed in ST. Columbanus AG's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $500,000

> Generally, Columbanus prefers its client relationships to have a minimum of 500,000 CHF of assets under management.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Bank Vontobel AG
- DZ Privatbank (Schweiz) AG

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: $78,558,930
- Discretionary: $58,820,155
- Non-discretionary: $19,738,775

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $15,268,286 |
| Charitable organizations | Fewer than 5 | $32,840,349 |
| Insurance companies | Fewer than 5 | $24,679,015 |
| Corporations or other businesses not listed above | Fewer than 5 | $5,771,280 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stcolumbanus.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $56,963,920 | 1 | March 29, 2021 |
| October 2022 | $55,086,168 | 1 | March 24, 2022 |
| October 2023 | $50,490,242 | 1 | March 27, 2023 |
| October 2024 | $53,982,869 | 1 | March 18, 2024 |
| October 2025 | $58,752,521 | 1 | March 26, 2025 |
| October 2026 | $78,558,930 | 5 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ST. Columbanus AG (CRD 169895): Form ADV filing data as of October 2026.