SourcingSourcing

COLUMBIA ADVISORY PARTNERS, LLC

C20
CRD 171616·SEC 801-116703·SPOKANE, WA
AUM
$312.6M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$938K
@ 30% margin
Est. Deal Value
$7.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COLUMBIA ADVISORY PARTNERS, LLC
CRD
171616
SEC file #
801-116703
EIN
201250367
DBA names
—

Economics

AUM
$312.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$115.0M → $312.6M▲ +172%
Client mix
Individuals Other445
Individuals High Net Worth185
Pooled Investment Vehicles1

Operations

Employees (total)
19
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'20'26
10 advisors → 11 advisors▲ +10%
Primary office
SPOKANE WA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/02/2026
ADV-W filed at
—
Website
capnorthwest.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COLUMBIA ADVISORY GROUP, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
COLUMBIA ADVISORY GROUP, LLC
AGENT SMITH, LLC
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
ok
Rdap Domain
CAPNORTHWEST.COM
Rdap Domain Creation Date
2014-03-24T15:59:12Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

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
155,191
Form 5500 Compensation Trajectory 3y
2025155,191
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
155,191
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001808179
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-01-25
Edgar Last Filing Date
2026-04-23
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-23
Accession0001808179-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
18
Bc Firm IAR Count
18
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
6501 N CEDAR ROADBLDG 4 STE CSPOKANE, WA 99208
Business
6501 N CEDAR ROADBLDG 4 STE CSPOKANE, WA 99208
Edgar EIN
201250367
Edgar Recent Filings
13F-HR2026-04-23 · 0001808179-26-000004
13F-HR2026-01-22 · 0001808179-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-24T15:59:12Z
Rdap Domain Last Changed
2026-03-25T10:15:51Z
Rdap Nameservers
Ns45.domaincontrol.comNs46.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (18)

18
Browning, Keith
IAR · Executive Officer · 2.5%
7418495
Smith, Kimberly, Patricia
IAR · Executive Officer · 2.5%
7142249
RUSSELL, JEREMY, DANIEL
IAR · Executive Officer · 2.5%
6482069
FELSCH, PAUL, WERNER
IAR · Executive Officer · 2.5%
5811362
ALEX FOUST
IAR
7968317
TYSON SAMUEL BLAKE
IAR
4688694
KYLE THOMAS KNIGGE
IAR
4986098
Soracha Haley
IAR
7533057
Brian John Schafer
IAR
6440829
Daniel Bennett
IAR
6386277
Joseph Patrick Thomas
IAR
6741331
Matthew David Foust
IAR
4489553
JOHN F BEVAN
IAR
5980803
SUSAN MARIE MARSHALL
IAR
5460863
Douglas Garth Youngberg
IAR
4238033
Steven T Larsen
IAR
4638715
Kenneth Thiefault
IAR
7706802
Thomas Binge
IAR
6764811