Columbia Capital Management provides portfolio management for institutions.
Columbia Capital Management reports 30 clients. They include 22 state or municipal government entities, 6 corporations and other businesses, and 2 other clients. Of its assets, 100.0% ($2.09B across 110 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| State or municipal government entities | 73% | 95% |
| Corporations and other businesses | 20% | 2% |
| Other | 7% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| State or municipal government entities | 22 | $1.99B | 95.2% | $90.3M |
| Corporations and other businesses | 6 | $41.3M | 2.0% | $6.88M |
| Other | 2 | $58.7M | 2.8% | $29.4M |
| Total | 30 | $2.09B | 100% | $69.5M |
- Clients
- 22
- Regulatory AUM
- $1.99B
- AUM share
- 95.2%
- Avg. per client
- $90.3M
- Clients
- 6
- Regulatory AUM
- $41.3M
- AUM share
- 2.0%
- Avg. per client
- $6.88M
- Clients
- 2
- Regulatory AUM
- $58.7M
- AUM share
- 2.8%
- Avg. per client
- $29.4M
Total
- Clients
- 30
- Regulatory AUM
- $2.09B
- AUM share
- 100%
- Avg. per client
- $69.5M
- 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 Capital Management is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Jeff White owns 25% to 50% of Columbia Capital Management. The leadership team of Columbia Capital Management includes Chief Compliance Officer Stacey Walter. It has 18 employees, 6 of them in advisory roles.
Leadership
- Stacey WalterChief Compliance Officer
- David AbelManaging Director
- Khalen DwyerManaging Director
- Adam PopeManaging Director
- James PrichardManaging Director
- Jeff WhiteManaging Member
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Samantha Allison Baker
- Deric Hunter Marr-Andrews
- Adam Timothy Pope
- Stacey Lynn Walter
- Jeff Thomas White
Staff
- 18 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 25% to 50% of Columbia Capital Management, LLC
Jeff White
Control person · since January 2013
- Owns 10% to 25% of Columbia Capital Management, LLC
Khalen Dwyer
since January 2019
- Owns 10% to 25% of Columbia Capital Management, LLC
Adam Pope
since January 2019
- Owns 10% to 25% of Columbia Capital Management, LLC
David Abel
since September 2017
- Owns 10% to 25% of Columbia Capital Management, LLC
James H.e. Prichard III Trust, James H.e. Prichard, III Trustee
since January 2019
- Owns 75% or more of James H.e. Prichard III Trust, James H.e. Prichard, III Trustee
James Prichard
since January 2019
- Owns 5% to 10% of Columbia Capital Management, LLC
Stacey Walter
Control person · since January 2019
Columbia Capital Management’s regulatory assets grew 2.6× from $812M (July 2021) to $2.09B (March 2026); clients rose from 16 to 30 and employees from 14 to 18.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $2.09B | 30 | 18 | 2 |
| March 2025 | $1.94B | 29 | 16 | 2 |
| March 2024 | $1.75B | 25 | 15 | 2 |
| May 2023 | $1.39B | 23 | 15 | 2 |
| March 2022 | $1.04B | 17 | 14 | 2 |
| July 2021 | $812M | 16 | 14 | 2 |
Besides its headquarters, Columbia Capital Management has 1 office, with 2 listed addresses in California and Kansas.
California · 1 listed address
- 2292 Faraday Avenue, #8, Carlsbad
Kansas · 1 listed address
- 6700 Antioch, Suite 250, MerriamHQ
Contact and registration details
- Legal name
- Columbia Capital Management, LLC
- Headquarters
- 6700 Antioch, Suite 250, Merriam, KS 66204
- Website
- Not reported
- Phone
- 913-248-8500
- @columbia-capital-management-llc
- SEC file
- 801-55499
- Structure
- Missouri LLC
- Fiscal year end
- December
Columbia Capital Management uses Charles Schwab ($1.22B) as custodian for its separately managed accounts. Columbia Capital Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.22B100%
At year end, Columbia Capital Management’s separately managed accounts were mostly in bonds (57%) and cash (43%).
What the accounts hold
- Bonds57%
- Cash43%
How many clients does Columbia Capital Management have?
Columbia Capital Management has 30 clients and manages $2.09 billion for them, as of March 2026. They include 22 state or municipal government entities, 6 corporations and other businesses, and 2 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Columbia Capital Management offer?
Columbia Capital Management provides portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Columbia Capital Management use?
Columbia Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.22B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Columbia Capital Management have?
Columbia Capital Management has 6 investment adviser representatives registered with state securities authorities, out of 18 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 Capital Management invest in?
At the end of its last fiscal year, Columbia Capital Management’s separately managed accounts held 57% U.S. government and agency bonds and 43% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Columbia Capital Management?
Columbia Capital Management is owned through a trust by James Prichard. Its direct owners are Jeff White, Stacey Walter, Khalen Dwyer, Adam Pope, David Abel and James H.e. Prichard III Trust, James H.e. Prichard, III Trustee, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Columbia Capital Management get paid?
Columbia Capital Management is paid through a percentage of assets under management 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
Is Columbia Capital Management registered with the SEC?
Yes, Columbia Capital Management has been registered with the SEC as an investment adviser since 15 May 1998. Its CRD number is 112773 and its SEC file number is 801-55499.
Source: Form ADV Part 1A, Item 1, filed 24 March 2026; IAPD firm record
How do I contact Columbia Capital Management?
Columbia Capital Management’s main office is at 6700 Antioch, Suite 250, Merriam, KS 66204. Its phone number is 913-248-8500.