SourcingSourcing

COLUMBIA RIVER ADVISORS, LLC

B56
CRD 154571·SEC 801-71970·TACOMA, WA
AUM
$191.1M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$573K
@ 30% margin
Est. Deal Value
$4.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COLUMBIA RIVER ADVISORS, LLC
CRD
154571
SEC file #
801-71970
EIN
—
DBA names
Columbia River Advisors

Economics

AUM
$191.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$325.5M → $191.1M▼ -41%
Client mix
Individuals Other203
Individuals High Net Worth28
Pooled Investment Vehicles2

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
4 advisors → 3 advisors▼ -25%
Primary office
TACOMA WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPension consulting
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
04/02/2026
ADV-W filed at
—
Website
facebook.com/columbiariveradvisors(social)

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ADDINK, BENJAMIN, JOHAN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
ADDINK, BENJAMIN, JOHAN
Addink, Jada
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

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:columbiariver.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
13,710
Form 5500 Compensation Trajectory 3y
202513,710
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
13,710
Schedule C Service Provider Rows
1

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4387214
Trust Company Affiliate
No

People (6)

6
ADDINK, BENJAMIN, JOHAN
IAR · Direct Owner · 62.5%
4387214
Addink, Jada
Direct Owner · 37.5%
8054647
ZIMMERMAN, ADAM, QUENTIN
IAR · Executive Officer · 2.5%
4321709
MORRISON, JULIE, LYNN
Executive Officer · 2.5%
6220107
Cassidy Anne Stevick
IAR
6598585
DONALD ALLEN FOY
IAR
4821689