CRD: 104595
Columbus Investment Advisory Inc.
NEW Albany, OH, 43054
6148821418
$453.7M Total AUM
$451.7M Disc. AUM
11.9% 3Y CAGR
9 Employees
114 ADV. Clients
30 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Bofa Securities · Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-1996
- Office Locations
- 1
Office Locations
68 North High Street Building C NEW Albany OH
About Columbus Investment Advisory Inc.
Columbus Investment Advisory Inc. is a NEW Albany-based RIA. The firm has been operating for 30 years. Managing $453.7M in total assets under management, with 4 advisory representatives. They custody assets with Bofa Securities and Charles Schwab & Company. Services offered include Financial Planning, Insurance.
Team overview
52 AVG AGE
$113.4M AVG AUM / ADVISOR
$4.0M AVG AUM / CLIENT
11.2 yrs AVG TENURE
9 Employees
4 Advisory Reps
0 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Alpha north Catalyst Unison Momentum capital
Investment Themes
Focus ember
Investment Vehicles
Momentum
Services
Horizon Harbor
Owner & Executives
J
JOHN LEE SCHLATER
Chief Compliance Officer, President
- CRD
- --
- Ownership
- 75% or more
(812) 970-2132
beacon.oak@foundationcapital.com
in linkedin.com/in/legacy-value
K
KRIS ADNAN HERMINGHUYSEN
Chief Operating Officer
- CRD
- #4225617
- Ownership
- Less than 5%
(382) 485-4412
wave.delta@catalystcapital.com
in linkedin.com/in/horizon-quantum
P
Prime vector
Unison harbor
- CRD
- #88059
- Ownership
- 41.2%
(240) 616-7881
peak.signal@primecapital.com
in linkedin.com/in/capital-ember
Showing 2 of 3 owners & executives
Unlock allContacts
Benjamin Aaron Desatnik
Investor
- CRD
- #8075223
(717) 829-4127
pioneer.momentum@alphacapital.com
in linkedin.com/in/insight-element
John Paul Dosen
Research Analyst
- CRD
- #7632133
(222) 350-7258
summit.frontier@glaciercapital.com
in linkedin.com/in/optima-prime
Q
Quantum capital
Glacier summit
- CRD
- #14286
(791) 892-4462
timber.prime@embercapital.com
in linkedin.com/in/ember-north
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $451,709,642 | $1,476,175 |
| Non-Discretionary | $2,015,229 | $2,015,229 |
| Total | $453,724,871 | $1,477,931 |
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Separately Managed Accounts
Total SMA Asset: $453,724,871
Equity - Exchange:
28.1% U.S. Government/Agency:
15.1% Cash:
17.7% Other:
9.5% Municipal Bonds:
23.5% Corporate - Investment Grade:
6.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,625,516,617 | 28.1% |
| U.S. Government/Agency | $873,498,253 | 15.1% |
| Cash | $1,023,901,926 | 17.7% |
| Other | $549,551,881 | 9.5% |
| Municipal Bonds | $1,359,417,812 | 23.5% |
| Corporate - Investment Grade | $352,870,156 | 6.1% |
| Total | $5,784,756,645 | 100.0% |