Columbia Asset Management provides financial planning, portfolio management for individuals and small businesses, education planning, and insurance. Financial planning was provided to 251–500 clients last fiscal year.
Columbia Asset Management reports 431 clients. They include 210 high-net-worth individuals, 201 individual clients and 20 charitable organizations. Of its assets, 92.0% ($1.1B across 1,292 accounts) are managed with discretion; $96.2M across 3 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 47% | 5% |
| High-net-worth individuals | 49% | 80% |
| Charitable organizations | 5% | 15% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 201 | $65.7M | 5.5% | $327K |
| High-net-worth individuals | 210 | $955M | 79.6% | $4.55M |
| Charitable organizations | 20 | $180M | 15.0% | $8.98M |
| Total | 431 | $1.2B | 100% | $2.78M |
- Clients
- 201
- Regulatory AUM
- $65.7M
- AUM share
- 5.5%
- Avg. per client
- $327K
- Clients
- 210
- Regulatory AUM
- $955M
- AUM share
- 79.6%
- Avg. per client
- $4.55M
- Clients
- 20
- Regulatory AUM
- $180M
- AUM share
- 15.0%
- Avg. per client
- $8.98M
Total
- Clients
- 431
- Regulatory AUM
- $1.2B
- AUM share
- 100%
- Avg. per client
- $2.78M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Columbia Asset Management charges up to 1.00% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- On-going financial planning is billed at an agreed upon hourly fee, billed and payable upon completion; no advance payment of $1,200 or more for services six months or more ahead.
- Other Financial Services
- Other financial services are billed at an agreed upon hourly rate, payable upon completion.
Brian Weisman owns 75% or more of Columbia Asset Management. The leadership team of Columbia Asset Management includes President Brian Weisman and Chief Compliance Officer Jessica Hoard. It has 7 employees, 6 of them in advisory roles.
Staff
- 7 employees
- 6 in advisory functions
- 5 state-registered reps
- Owns 75% or more of Columbia Asset Management, L.L.C.
Brian Weisman
Control person · since December 1997
Columbia Asset Management’s regulatory assets grew 1.7× from $707M (March 2021) to $1.2B (March 2026); clients rose from 276 to 431 and employees from 6 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $1.2B | 431 | 7 | 1 |
| Apr 2025April 2025 | $1.05B | 424 | 6 | 1 |
| May 2024May 2024 | $980M | 426 | 7 | 1 |
| Apr 2023April 2023 | $795M | 376 | 6 | 1 |
| Mar 2022March 2022 | $859M | 345 | 6 | 1 |
| Mar 2021March 2021 | $707M | 276 | 6 | 1 |
Besides its headquarters, Columbia Asset Management has 0 offices, with 1 listed address in 1 state.
Michigan · 1 listed address
- 924 N Main Street, Suite 1, Ann ArborHQ
Contact and registration details
- Legal name
- Columbia Asset Management, L.L.C.
- Headquarters
- 924 N Main Street, Suite 1, Ann Arbor, MI 48104
- Website
- columbiaasset.com
- Phone
- 734-665-1455
- SEC file
- 801-62115
- Founded
- 1997
- Structure
- Michigan LLC
- Fiscal year end
- December
Columbia Asset Management’s named custodian for separately managed accounts is Charles Schwab ($929M). Columbia Asset Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $929M100%
At year end, Columbia Asset Management’s separately managed accounts were mostly in stocks (53%) and funds (25%). Its reported 13F holdings for the quarter ended 30 June 2026 total $575M across 168 positions; the largest are Apple Inc. (9.6%), Microsoft Corp. (5.8%) and Alphabet Inc. (4.5%).
What the accounts hold
- Stocks53%
- Funds25%
- Bonds18%
- State and local bonds11%
- U.S. government and agency bonds4%
- Investment grade corporate bonds3%
- Cash4%
How many clients does Columbia Asset Management have?
Columbia Asset Management has 431 clients and manages $1.2 billion for them, as of March 2026. They include 210 high-net-worth individuals, 201 individual clients and 20 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026
What services does Columbia Asset Management offer?
Columbia Asset Management provides financial planning, portfolio management for individuals and small businesses, education planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Columbia Asset Management charge?
Columbia Asset Management charges up to 1.00% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable.
Which custodians does Columbia Asset Management use?
Columbia Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $929M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 March 2026
How many financial advisors does Columbia Asset Management have?
Columbia Asset Management has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Columbia Asset Management invest in?
At the end of its last fiscal year, Columbia Asset Management’s separately managed accounts held 53% exchange-traded equities, 25% registered funds (mutual funds, ETFs, BDCs), 11% state and local bonds, 4% U.S. government and agency bonds, 4% cash and equivalents and 3% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Columbia Asset Management?
Columbia Asset Management’s direct owner is Brian Weisman (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 March 2026
How does Columbia Asset Management get paid?
Columbia Asset Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Columbia Asset Management?
Columbia Asset Management’s main office is at 924 N Main Street, Suite 1, Ann Arbor, MI 48104. Its phone number is 734-665-1455. Its website is columbiaasset.com.