{"url":"https://nivawealth.com/firms/columbia-capital-159616","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/159616","regulatoryAum":13837922735,"crd":"159616","secFileNumber":"801-126354","legalName":"Columbia Capital, LLC","displayName":"Columbia Capital","website":null,"linkedinUrl":"HTTPS://WWW.LINKEDIN.COM/company/columbia-capital/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"204 S. Union Street","city":"Alexandria","state":"VA","stateName":"Virginia","country":"United States","postalCode":"22314"},"tradeNames":[],"registration":{"secApproved":"9 August 2022","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":54,"advisory":25,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":13837922735,"discretionaryAccounts":31,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":3,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":31,"regulatoryAum":13837922735}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Columbia Capital has custody of client assets.","otherCustodians":[],"leadership":[{"name":"James Fleming","title":"President","crd":"6006787"},{"name":"John Siegel","title":"Executive Vice President and Treasurer","crd":"2075588"},{"name":"Jason Lee","title":"CFO","crd":"7782237"},{"name":"Benjamin Lewis","title":"Cco; COO","crd":"6878624"}],"ownership":[{"label":"Digital Cloud Holding, LLC","detail":"Member in the 75% or more ownership band and a control person, since September 2026. Also a member of Columbia Capital GP, LLC in the 75% or more band and a control person, since August 2026."},{"label":"Digital Realty Trust, L.P.","detail":"Indirect owner: a member/manager of Digital Cloud Holding, LLC in the 75% or more band and a control person, since August 2026.","parent":"Digital Cloud Holding, LLC"},{"label":"Digital Realty Trust, Inc.","detail":"Indirect owner: a general partner of Digital Realty Trust, L.P. in the 75% or more band and a control person, since July 2024.","parent":"Digital Realty Trust, L.P."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Virginia","offices":1,"addresses":[{"street":"204 S. Union Street","city":"Alexandria","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"703-519-2000","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":30},"sources":{"adv1FilingDate":"9 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/159616/PDF/159616.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Columbia Capital have?","answer":"Columbia Capital has 31 clients and manages $13.8 billion for them, as of September 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 9 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Columbia Capital offer?","answer":"Columbia Capital provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Columbia Capital have?","answer":"Columbia Capital has 0 investment adviser representatives registered with state securities authorities, out of 54 employees, and 25 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Columbia Capital?","answer":"Columbia Capital is owned through a chain of holding companies by Digital Realty Trust, Inc. Its direct owner is Digital Cloud Holding, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 9 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Columbia Capital get paid?","answer":"Columbia Capital is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}