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- Custodian
- Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- HorizonTimber +more
- Established Date
- 05-01-2019
- Office Locations
- 1
Office Locations
About Columbus Street Wealth Management, LLC
Columbus Street Financial Planning (Grove City, OH) is an independent, fee-only fiduciary practice led by a CERTIFIED FINANCIAL PLANNER® providing holistic financial and investment planning for individuals and families. Its open-architecture approach spans goal-based analysis, implementation across taxes, insurance and estate planning, and ongoing monitoring, with collaboration alongside clients’ other advisors. Custody includes Charles Schwab.
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Owner & Executives
SHAWN RICHARD BALLINGER
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #4279047
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,711,411 | $349,894 |
| Non-Discretionary | $16,837,852 | $647,610 |
| Total | $144,549,263 | $369,691 |
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Separately Managed Accounts
Total SMA Asset: $144,549,263
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,242,336,658 | 27.2% |
| Municipal Bonds | $3,256,334,485 | 39.5% |
| Cash | $1,615,801,415 | 19.6% |
| Equity - Exchange | $1,129,412,214 | 13.7% |
| Total | $8,243,884,772 | 100.0% |