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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Columbia Advisory Partners have?","answer":"Columbia Advisory Partners has 15 investment adviser representatives registered with state securities authorities, out of 19 employees, and 11 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Columbia Advisory Partners invest in?","answer":"At the end of its last fiscal year, Columbia Advisory Partners’ separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 10% non-exchange-traded equities, 3% cash and equivalents and 2% other. 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