SourcingSourcing

COLUMBIA BENEFITS, LLC

A79
CRD 132261·SEC 801-131876·DENVER, CO
AUM
$116.2M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$349K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COLUMBIA BENEFITS, LLC
CRD
132261
SEC file #
801-131876
EIN
—
DBA names
—

Economics

AUM
$116.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$107.7M → $116.2M▲ +8%
Client mix
Individuals Other61
Individuals High Net Worth48
Pension Profit Sharing Plans26
Corporations3

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
cbadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DAVIS, GARY, PAUL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
DAVIS, GARY, PAUL
Solo Advisor Indicator
Yes
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
CBADVISORS.COM
Rdap Domain Creation Date
2007-09-24T05:22:18Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

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 (15)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fee Schedule
Bracket Xii100
Bracket I0
Bracket Ii0
Bracket Iii0
Bracket Iv0
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-24T05:22:18Z
Rdap Domain Last Changed
2022-07-26T10:18:11Z
Rdap Nameservers
Ns93.worldnic.comNs94.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1241738
Trust Company Affiliate
No

People (1)

1
DAVIS, GARY, PAUL
IAR · Direct Owner · 87.5%
1241738