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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-17-2014
- Office Locations
- 6
Office Locations
About Columbia Advisory Partners, LLC
CAP Northwest (Columbia Advisory Partners) is a Spokane, WA RIA serving individuals, families, and entrepreneurs with goals-based financial planning and investment management for retirement and legacy planning. The team emphasizes transparency and investor education, pairing advisor guidance with tech-enabled tools. Portfolios commonly use ETFs and are custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Keith Browning
Financial Planner, President
- CRD
- #7418495
- Ownership
- Less than 5%
PAUL WERNER FELSCH
Chief Compliance Officer, COUNSEL, LEGAL COUNSEL
- CRD
- #5811362
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Daniel Bennett
Financial Planner, Regional Director
- CRD
- #6386277
JOHN F BEVAN
Health Insurance Consultant
- CRD
- #5980803
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $243,040,000 | $171,517 |
| Non-Discretionary | $69,590,000 | $171,827 |
| Total | $312,630,000 | $171,586 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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