Columbia Benefits, LLC
Columbia Benefits, LLC is an SEC-registered mass-market adviser in Denver, CO with $116.2M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Columbia Benefits, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 132261, SEC 801-131876, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $116.2M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Denver, CO
- Employees
- 1
- Clients
- 138
- CRD
- 132261
- Ownership
- DAVIS, GARY, PAUL
How much AUM does Columbia Benefits, LLC have?
Columbia Benefits, LLC reported $116.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Columbia Benefits, LLC?
Disclosed owners and executives of Columbia Benefits, LLC include DAVIS, GARY, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.