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Columbia Asset Management, L.l.c.

Columbia Asset Management, L.l.c.. CRD 124174

Columbia Asset Management, L.l.c. logo

CRD: 124174

Columbia Asset Management, L.l.c.

ANN Arbor, MI, 48104
7346651455
columbiaasset.com
$1.2B Total AUM
$1.1B Disc. AUM
15.2% 3Y CAGR
7 Employees
431 ADV. Clients
23 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Wave summitHorizon value
Established Date
06-12-2003
Office Locations
2

Office Locations

924 N Main Street Suite 1 ANN Arbor MI
-- SAN Jose CA

About Columbia Asset Management, L.l.c.

Columbia Asset Management is an Ann Arbor-based RIA providing customized portfolio management and wealth planning for individuals and entrepreneurs, avoiding one-size-fits-all model portfolios. The firm pairs asset allocation and risk management with planning support (tax, estate, charitable giving, and insurance coordination) and often implements exposures using ETFs and traditional funds. Notable: 99%+ annual client retention since opening in 1997.

Team overview

39 AVG AGE
$200.0M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
6.8 yrs AVG TENURE
7 Employees
6 Advisory Reps
5 RIA Reps
23yrs Firm Age

Insights

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Asset Classes

Beacon glacier Radial Pioneer Capital glacier Foundation

Client Personas

Pioneer Alpha

Custodian

Horizon Vertex prime Peak Atlas focus

Fund Managers

Crest timber

Investment Themes

Crest prime

Investment Vehicles

Harbor

Services

Horizon Crest pathway Radial Vector Meridian Catalyst

Technology

Catalyst Vertex

Owner & Executives

BRIAN HUMPHREY WEISMAN

BRIAN HUMPHREY WEISMAN

President

CRD
#4618000
Ownership
75% or more
(554) 872-4116
pathway.vector@beaconcapital.com
in linkedin.com/in/harbor-catalyst
J

Jessica Rose Hoard

Chief Compliance Officer

CRD
--
Ownership
Less than 5%
(416) 930-9138
harbor.vector@quantumcapital.com
in linkedin.com/in/vital-harbor

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Contacts

C

CHRIS HOANG LUONG

--

CRD
#7840269
(919) 244-3928
ember.atlas@alphacapital.com
in linkedin.com/in/timber-foundation
LINDA MARGARETA MEADOWS

LINDA MARGARETA MEADOWS

Chief Compliance Officer

CRD
#5037884
(952) 571-1750
timber.summit@oakcapital.com
in linkedin.com/in/oak-atlas
B

Beacon vertex

Atlas momentum catalyst

CRD
#53264
(915) 427-1366
alpha.pathway@crestcapital.com
in linkedin.com/in/vector-optima

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2022
04-06-2023
05-23-2024
04-08-2025
03-12-2026
Category Assets AVG. Account size
Discretionary $1,103,835,022 $854,361
Non-Discretionary $96,172,607 $32,057,536
Total $1,200,007,629 $926,647

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Separately Managed Accounts

Total SMA Asset: $1,200,007,629

$1.2B Total SMA
Equity - Exchange:
22.4%
Public Funds:
12.6%
Municipal Bonds:
11.4%
Cash:
13.5%
U.S. Government/Agency:
21.1%
Corporate - Investment Grade:
19.0%
Asset class Assets Assets %
Equity - Exchange $1,000,389,456 22.4%
Public Funds $562,719,069 12.6%
Municipal Bonds $509,126,777 11.4%
Cash $602,913,288 13.5%
U.S. Government/Agency $942,331,139 21.1%
Corporate - Investment Grade $848,544,627 19.0%
Total $4,466,024,356 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
GLACIER EAGLE CREST RIDGE JP8EKIQAF ICJT 10.95% $91,586,961
BEACON LEGACY ZENITH WAVE NORTH 99L0C8Z1N FMRY 4.01% $30,151,751
FRONTIER MERIDIAN EAGLE INSIGHT BEACON 5KI1QTCU4 PXQK 6.44% $82,265,104
DELTA NORTH FRONTIER SUMMIT K5DUGM9L0 SSDU 9.39% $16,409,570
TIMBER FOCUS ZENITH TIMBER 8ZYFCBB63 MES 0.61% $46,042,903
HORIZON FUSION UNISON SIGNAL HORIZON 6O1AKRC5P UMO 4.38% $23,458,034
FUSION NORTH RADIAL BEACON B2L8Z3G2U AQJRB 11.87% $12,507,637
FOUNDATION ZENITH ELEMENT DELTA FOUNDATION B23I89Q8J EDLRO 4.12% $105,144,250

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