Columbia River Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year. The firm advises 1 private fund.
Columbia River Advisors reports 233 clients. They include 203 individual clients, 28 high-net-worth individuals and 2 pooled investment vehicles. Of its assets, 98.2% ($188M across 565 accounts) are managed with discretion; $3.45M across 10 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 47% |
| High-net-worth individuals | 12% | 52% |
| Pooled investment vehicles | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 203 | $90.6M | 47.4% | $446K |
| High-net-worth individuals | 28 | $100M | 52.5% | $3.58M |
| Pooled investment vehicles | 2 | $325K | 0.2% | $163K |
| Total | 233 | $191M | 100% | $820K |
- Clients
- 203
- Regulatory AUM
- $90.6M
- AUM share
- 47.4%
- Avg. per client
- $446K
- Clients
- 28
- Regulatory AUM
- $100M
- AUM share
- 52.5%
- Avg. per client
- $3.58M
- Clients
- 2
- Regulatory AUM
- $325K
- AUM share
- 0.2%
- Avg. per client
- $163K
Total
- Clients
- 233
- Regulatory AUM
- $191M
- AUM share
- 100%
- Avg. per client
- $820K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 26–50
Columbia River Advisors charges up to 1.50% a year for its Asset-Based Fee on All Household Account Assets. The fee is billed in advance, is negotiable and requires an account of at least $250,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Fixed-fee plans range from $1,500 to $10,000 with a $1,500 minimum; hourly rates range from $150 to $500 an hour. A plan is included with a portfolio management agreement.
Benjamin Addink owns 50% to 75% of Columbia River Advisors. The leadership team of Columbia River Advisors includes Chief Investment Officer Adam Zimmerman. It has 6 employees, 3 of them in advisory roles.
Staff
- 6 employees
- 3 in advisory functions
- Owns 50% to 75% of Columbia River Advisors, LLC
Benjamin Addink
Control person · since December 2024
- Owns 25% to 50% of Columbia River Advisors, LLC
Jada Addink
since December 2024
Columbia River Advisors’ regulatory assets fell from $442M (March 2021) to $191M (July 2026); clients fell from 390 to 233 and employees from 7 to 6. In 2016, Evergreen Asset Management joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $191M | 233 | 6 | 3 |
| Mar 2025March 2025 | $190M | 253 | 6 | 3 |
| Mar 2024March 2024 | $472M | 395 | 7 | 3 |
| Mar 2023March 2023 | $426M | 404 | 7 | 3 |
| Jan 2022January 2022 | $496M | 392 | 7 | 3 |
| Mar 2021March 2021 | $442M | 390 | 7 | 3 |
Firms that joined
20161 joined
- Evergreen Asset ManagementNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Columbia River Advisors has 2 offices, with 3 listed addresses in 1 state.
Washington · 3 listed addresses
- 1927 Dock Street, TacomaHQ
- 500- 108th Ave Ne Suite 1100, Bellevue
- 826 SW 152nd Street, Burien
Contact and registration details
- Legal name
- Columbia River Advisors, LLC
- Headquarters
- 1927 Dock Street, Tacoma, WA 98402
- Website
- columbiariveradvisors.com
- Phone
- 253-589-1401
- @columbia-river-advisors
- SEC file
- 801-71970
- Structure
- Delaware LLC
- Fiscal year end
- December
Columbia River Advisors’ named custodian for separately managed accounts is Charles Schwab ($186M). Columbia River Advisors has custody of $150M for 200 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $186M100%
At year end, Columbia River Advisors’ separately managed accounts were mostly in funds (64%) and stocks (25%).
What the accounts hold
- Stocks25%
- Funds64%
- Registered funds62%
- Pooled vehicles2%
- Bonds4%
- U.S. government and agency bonds2%
- Investment grade corporate bonds2%
- Cash8%
How many clients does Columbia River Advisors have?
Columbia River Advisors has 233 clients and manages $191 million for them, as of July 2026. They include 203 individual clients, 28 high-net-worth individuals and 2 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 July 2026
What services does Columbia River Advisors offer?
Columbia River Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Columbia River Advisors charge?
Columbia River Advisors charges up to 1.50% a year for its Asset-Based Fee on All Household Account Assets. The fee is billed in advance, is negotiable and requires an account of at least $250,000.
Source: 2026-07 CRA PART 2 A&B & PRIVACY POLICY, filed 8 July 2026
Which custodians does Columbia River Advisors use?
Columbia River Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $186M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 July 2026
How many financial advisors does Columbia River Advisors have?
Columbia River Advisors has 0 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 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 River Advisors invest in?
At the end of its last fiscal year, Columbia River Advisors’ separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 8% cash and equivalents, 2% U.S. government and agency bonds, 2% investment grade corporate bonds and 2% pooled vehicles (private funds and similar). It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Columbia River Advisors have a minimum investment?
Yes, Columbia River Advisors’ minimum account size for its Asset-Based Fee on All Household Account Assets is $250K.
Source: 2026-07 CRA PART 2 A&B & PRIVACY POLICY, filed 8 July 2026
Who owns Columbia River Advisors?
Columbia River Advisors’ direct owners are Benjamin Addink (50% to 75%) and Jada Addink (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 8 July 2026
How does Columbia River Advisors get paid?
Columbia River Advisors 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 River Advisors?
Columbia River Advisors’ main office is at 1927 Dock Street, Tacoma, WA 98402. Its phone number is 253-589-1401. Its website is columbiariveradvisors.com.
