SourcingSourcing

COLUMBIA ASSET MANAGEMENT, L.L.C.

C30
CRD 124174·SEC 801-62115·ANN ARBOR, MI
AUM
$1.20B
$1B+
Est. Revenue
$12.0M
@ 1% on AUM
Est. EBITDA
$3.6M
@ 30% margin
Est. Deal Value
$28.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COLUMBIA ASSET MANAGEMENT, L.L.C.
CRD
124174
SEC file #
801-62115
EIN
—
DBA names
—

Economics

AUM
$1.20B
AUM band
$1B+
AUM trajectory
'20'26
$579.9M → $1.20B▲ +107%
Client mix
Individuals High Net Worth210
Individuals Other201
Charitable Organizations20

Operations

Employees (total)
7
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
4 advisors → 6 advisors▲ +50%
Primary office
ANN ARBOR MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
columbiaasset.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WEISMAN, BRIAN, HUMPHREY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
WEISMAN, BRIAN, HUMPHREY
Hoard, Jessica, Rose
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
COLUMBIAASSET.COM
Rdap Domain Creation Date
2003-08-29T17:58:47Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Compensation
795,267
Form 5500 Compensation Trajectory 3y
2025614,420
2026180,847
Form 5500 Plan Count Trajectory 3y
20252
20262
Schedule C Total Compensation
795,267
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-29T17:58:47Z
Rdap Domain Last Changed
2025-08-30T14:32:32Z
Rdap Nameservers
Ns1.supercp.comNs2.supercp.comNs3.supercp.comNs4.supercp.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4618000
Trust Company Affiliate
No

People (6)

6
WEISMAN, BRIAN, HUMPHREY
IAR · Direct Owner · 87.5%
4618000
Hoard, Jessica, Rose
Executive Officer · 2.5%
7923991
Christen Noelle Sando
IAR
6953340
Kory Lynn Salagean
IAR
7270975
LINDA MARGARETA MEADOWS
IAR
5037884
CHRIS HOANG LUONG
IAR
7840269