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Columbia River Advisors

Columbia River Advisors. CRD 154571

Columbia River Advisors logo

CRD: 154571

Columbia River Advisors

Tacoma, WA, 98402
2535891401
www.trustcra.com
$191.1M Total AUM
$187.7M Disc. AUM
-- 3Y CAGR
6 Employees
233 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Raymond James · TD Ameritrade
Clients
Retail and Institutional
Platforms
Radial
Established Date
11-24-2010
Office Locations
5

Office Locations

11100 Main Street Suite 301 Bellevue WA
1927 Dock Street Tacoma WA
2200 North 30th Street, Suite 202 Tacoma WA

About Columbia River Advisors

Columbia River Advisors is an independent SEC-registered RIA serving individuals and families with holistic wealth management. The team combines financial planning, investment management, and consulting—covering retirement, estate and tax planning, cash-flow management, charitable giving, and portfolio construction/asset allocation. Notable niches include divorce planning and career-transition guidance.

Team overview

61 AVG AGE
$63.7M AVG AUM / ADVISOR
$820.4K AVG AUM / CLIENT
10.6 yrs AVG TENURE
6 Employees
3 Advisory Reps
0 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Ridge Eagle Prime Beacon atlas Glacier Signal Vital

Custodian

Frontier Focus Ridge Vector

Investment Themes

Element Delta Bridge insight Beacon ember Signal Value

Investment Vehicles

Unison bridge Glacier

Platform

Crest Optima pathway

Services

Crest Fusion horizon Fusion Focus pathway Harbor Insight Beacon ember Fusion Element

Technology

Glacier beacon

Owner & Executives

BENJAMIN JOHAN ADDINK

BENJAMIN JOHAN ADDINK

Managing Member, Managing Partner

CRD
#4387214
Ownership
50% but less than 75%
(219) 404-9893
optima.quantum@legacycapital.com
in linkedin.com/in/momentum-delta
J

Jada Addink

--

CRD
--
Ownership
25% but less than 50%
(405) 836-7714
atlas.prime@embercapital.com
in linkedin.com/in/signal-oak
V

Vector peak

Frontier zenith

CRD
#48341
Ownership
41.4%
(792) 680-4573
catalyst.beacon@alphacapital.com
in linkedin.com/in/timber-eagle

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Contacts

DONALD ALLEN FOY MR.

DONALD ALLEN FOY MR.

Board of Directors

CRD
#4821689
(800) 740-1775
signal.optima@vitalcapital.com
in linkedin.com/in/catalyst-pathway
C

Cassidy Anne Stevick

--

CRD
#6598585
(345) 242-6231
ember.atlas@atlascapital.com
in linkedin.com/in/foundation-optima

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
01-31-2022
10-30-2023
08-30-2024
03-28-2025
04-02-2026
Category Assets AVG. Account size
Discretionary $187,698,182 $332,209
Non-Discretionary $3,451,598 $345,160
Total $191,149,780 $332,434

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Separately Managed Accounts

Total SMA Asset: $190,824,571

$190.8M Total SMA
Public Funds:
12.3%
Equity - Exchange:
22.8%
Cash:
5.2%
Corporate - Investment Grade:
10.4%
Private Funds:
24.3%
U.S. Government/Agency:
25.0%
Asset class Assets Assets %
Public Funds $799,002,513 12.3%
Equity - Exchange $1,481,077,828 22.8%
Cash $337,789,680 5.2%
Corporate - Investment Grade $675,579,360 10.4%
Private Funds $1,578,517,159 24.3%
U.S. Government/Agency $1,623,988,848 25.0%
Total $6,495,955,388 100.0%

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