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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Delta capitalFocus +more
- Established Date
- 12-16-2021
- Office Locations
- 1
Office Locations
About Columbus Wealth Management
Columbus Wealth Management is a Dublin, Ohio wealth management firm providing comprehensive financial and investment planning for individuals and families, with a focus on business owners, entrepreneurs, and accredited investors. Portfolios emphasize asset allocation, active management, and risk management, using primarily public funds and ETFs with fixed income and alternative sleeves as appropriate. Listed with CFP, NAPFA, and XY Planning Network; custody includes Schwab and Fidelity.
Team overview
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Accredited Investors
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Owner & Executives
MATTHEW JAMES DANIEL
Chief Investment Officer, Co-founder, Founder
- CRD
- #6208242
- Ownership
- 50% but less than 75%
Nicholas Jeffery Daniel
Chief Compliance Officer, Co-founder, Founder
- CRD
- #7141398
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,964,715 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,964,715 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,964,715
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,727,561,922 | 44.9% |
| Cash | $1,668,685,849 | 20.1% |
| Equity - Exchange | $2,905,671,876 | 35.0% |
| Total | $8,301,919,647 | 100.0% |