Columbia Asset Management, L.L.C.
Ann Arbor, MI·SEC-registered · CRD #124174
Columbia Asset Management, L.L.C. is an SEC-registered investment advisory firm in Ann Arbor, MI managing $1.2B across 1.3k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.2B
Client accounts
1.3k
Advisory staff
6
Fee model
Fee-based
How Columbia Asset Management, L.L.C. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Columbia Asset Management, L.L.C.
How much does Columbia Asset Management, L.L.C. manage?
Per its most recent SEC Form ADV filing (03/12/2026), Columbia Asset Management, L.L.C. reports $1.2B in regulatory assets under management across roughly 1.3k client accounts.
How does Columbia Asset Management, L.L.C. charge?
Columbia Asset Management, L.L.C. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Columbia Asset Management, L.L.C. a fiduciary?
Yes. Columbia Asset Management, L.L.C. is registered with the U.S. Securities and Exchange Commission (CRD #124174), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Columbia Asset Management, L.L.C. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Columbia Asset Management, L.L.C. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Ann Arbor, MI
Profile compiled from Columbia Asset Management, L.L.C.'s public SEC Form ADV filing (CRD #124174, filed 03/12/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Columbia Asset Management, L.L.C.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Columbia Asset Management, L.L.C.? Claim this profile.