Columbia Benefits provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Columbia Benefits reports 138 clients. They include 61 individual clients, 48 high-net-worth individuals, and 26 pension and profit-sharing plans. Of its assets, 100.0% ($116M across 130 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 44% | 12% |
| High-net-worth individuals | 35% | 70% |
| Pension and profit-sharing plans | 19% | 18% |
| Corporations and other businesses | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 61 | $14.3M | 12.3% | $234K |
| High-net-worth individuals | 48 | $81.1M | 69.8% | $1.69M |
| Pension and profit-sharing plans | 26 | $20.6M | 17.7% | $792K |
| Corporations and other businesses | Fewer than 5 | $158K | 0.1% | $52.8K |
| Total | 138 | $116M | 100% | — |
- Clients
- 61
- Regulatory AUM
- $14.3M
- AUM share
- 12.3%
- Avg. per client
- $234K
- Clients
- 48
- Regulatory AUM
- $81.1M
- AUM share
- 69.8%
- Avg. per client
- $1.69M
- Clients
- 26
- Regulatory AUM
- $20.6M
- AUM share
- 17.7%
- Avg. per client
- $792K
- Clients
- Fewer than 5
- Regulatory AUM
- $158K
- AUM share
- 0.1%
- Avg. per client
- $52.8K
Total
- Clients
- 138
- Regulatory AUM
- $116M
- AUM share
- 100%
- Avg. per client
- —
- 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
- 0
Columbia Benefits charges 0.50%–1.00% a year for its Investment advisory services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.00% |
| $2M–$5M | 0.80% |
| $5M–$10M | 0.60% |
| $10M and above | 0.50% |
Fee details and sources
Other fees
- Financial planning
- Financial planning fees are quoted individually, typically $1,000 to $5,000, and billed after the first draft of the plan is delivered.
- Hourly consulting services
- Consulting is billed hourly, monthly in arrears: financial advisor $250 per hour, para-planner $125 per hour, administrative assistant $30 per hour.
Gary Davis owns 75% or more of Columbia Benefits. The leadership team of Columbia Benefits includes Chief Compliance Officer Gary Davis. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Columbia Benefits, LLC
Gary Davis
Control person · since March 2002
Columbia Benefits’ regulatory assets grew from $108M (May 2025) to $116M (March 2026); clients fell from 179 to 138 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $116M | 138 | 1 | 1 |
| May 2025May 2025 | $108M | 179 | 1 | 1 |
Besides its headquarters, Columbia Benefits has 0 offices, with 1 listed address in 1 state.
Colorado · 1 listed address
- 1720 S. Bellaire Street, Suite 410, DenverHQ
Contact and registration details
- Legal name
- Columbia Benefits, LLC
- Headquarters
- 1720 S. Bellaire Street, Suite 410, Denver, CO 80222
- Website
- cbadvisors.com
- Phone
- 303-759-1100
- SEC file
- 801-131876
- Structure
- Colorado LLC
- Fiscal year end
- December
Columbia Benefits does not have custody of client assets.
What the accounts hold
- Other100%
- We do not have responsive data to report for the mid-year date in schedule d, section 5.k.(1)100%
How many clients does Columbia Benefits have?
Columbia Benefits has 138 clients and manages $116 million for them, as of March 2026. They include 61 individual clients, 48 high-net-worth individuals, and 26 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Columbia Benefits offer?
Columbia Benefits provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Columbia Benefits charge?
Columbia Benefits charges 0.50%–1.00% a year for its Investment advisory services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: ANNUAL UPDATE BROCHURE FOR 12-31-2025, filed 31 March 2026
How many financial advisors does Columbia Benefits have?
Columbia Benefits has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Columbia Benefits invest in?
At the end of its last fiscal year, Columbia Benefits’ separately managed accounts held 100% other. The 100% other category is described as: We Do Not Have Responsive Data to Report for the Mid-Year Date in Schedule D, Section 5.k.(1).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Columbia Benefits?
Columbia Benefits’ direct owner is Gary Davis (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Columbia Benefits get paid?
Columbia Benefits is paid through a percentage of assets under management and hourly charges. 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 Benefits?
Columbia Benefits’ main office is at 1720 S. Bellaire Street, Suite 410, Denver, CO 80222. Its phone number is 303-759-1100. Its website is cbadvisors.com.