SourcingSourcing

COLUMBIA CAPITAL MANAGEMENT, LLC

C10
CRD 112773·SEC 801-55499·MERRIAM, KS
AUM
$2.09B
$1B+
Est. Revenue
$20.9M
@ 1% on AUM
Est. EBITDA
$6.3M
@ 30% margin
Est. Deal Value
$50.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COLUMBIA CAPITAL MANAGEMENT, LLC
CRD
112773
SEC file #
801-55499
EIN
—
DBA names
—

Economics

AUM
$2.09B
AUM band
$1B+
AUM trajectory
'20'26
$798.1M → $2.09B▲ +161%
Client mix
State Or Municipal Govt22
Corporations6
Other2

Operations

Employees (total)
18
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
4 advisors → 6 advisors▲ +50%
Primary office
MERRIAM KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
bidvault.us

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WHITE, JEFF, THOMAS
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
WHITE, JEFF, THOMAS
ABEL, DAVID, ALAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
6164883
Trust Company Affiliate
No

People (9)

9
WHITE, JEFF, THOMAS
IAR · Direct Owner · 37.5%
6164883
POPE, ADAM, TIMOTHY
IAR · Direct Owner · 17.5%
6471019
DAVID ALAN ABEL
Direct Owner · 17.5%
2101175
Dwyer, Khalen, Jaret
Direct Owner · 17.5%
7089479
Walter, Stacey, Lynn
IAR · Direct Owner · 7.5%
7089337
PRICHARD, JAMES
Executive Officer · 2.5%
4927568
Deric Hunter Marr-Andrews
IAR
7687838
Shannon Loraine Harris
IAR
7413039
Samantha Allison Baker
IAR
7835286