Columbus Investment Advisory Inc.
Columbus Investment Advisory Inc. is an SEC-registered wealth manager in New Albany, OH with $453.7M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Columbus Investment Advisory Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104595, SEC 801-51052, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $453.7M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- New Albany, OH
- Employees
- 9
- Clients
- 113
- CRD
- 104595
- Ownership
- SCHLATER, DEBRA, ANN; SCHLATER, JOHN, LEE; SIEGEL, FRANK, WILLIAM; JUCKETT, H, CARL; HERMINGHUYSEN, KRIS, ADNAN
How much AUM does Columbus Investment Advisory Inc. have?
Columbus Investment Advisory Inc. reported $453.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Columbus Investment Advisory Inc.?
Disclosed owners and executives of Columbus Investment Advisory Inc. include SCHLATER, DEBRA, ANN, SCHLATER, JOHN, LEE, SIEGEL, FRANK, WILLIAM, JUCKETT, H, CARL, HERMINGHUYSEN, KRIS, ADNAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.