{"url":"https://nivawealth.com/firms/columbia-river-advisors-154571","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/154571","regulatoryAum":191149780,"crd":"154571","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4387214","suffix":null,"lastName":"ADDINK","firstName":"BENJAMIN","middleName":"JOHAN"},{"crd":"4821689","suffix":"MR.","lastName":"FOY","firstName":"DONALD","middleName":"ALLEN"},{"crd":"6598585","suffix":null,"lastName":"Stevick","firstName":"Cassidy","middleName":"Anne"},{"crd":"4321709","suffix":null,"lastName":"ZIMMERMAN","firstName":"ADAM","middleName":"QUENTIN"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-29","regulatoryAum":441950774,"clients":390,"employees":7,"offices":3},{"filedOn":"2022-01-31","regulatoryAum":496036734,"clients":392,"employees":7,"offices":3},{"filedOn":"2023-03-29","regulatoryAum":426046091,"clients":404,"employees":7,"offices":3},{"filedOn":"2024-03-04","regulatoryAum":471863340,"clients":395,"employees":7,"offices":3},{"filedOn":"2025-03-28","regulatoryAum":189572914,"clients":253,"employees":6,"offices":3},{"filedOn":"2026-07-08","regulatoryAum":191149780,"clients":233,"employees":6,"offices":3}],"acquisitions":[{"date":"2016-02-01","datePrecision":"day","name":"Evergreen Asset Management","crd":"133383","source":"adv_w","dealType":"acquisition","sellerAum":null,"sellerAumDate":null,"sourceUrl":"https://adviserinfo.sec.gov/firm/summary/133383"}],"secFileNumber":"801-71970","legalName":"Columbia River Advisors, LLC","displayName":"Columbia River Advisors","slug":"columbia-river-advisors-154571","website":"https://columbiariveradvisors.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/columbia-river-advisors/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1927 Dock Street","city":"Tacoma","state":"WA","stateName":"Washington","country":"United States","postalCode":"98402"},"tradeNames":[],"registration":{"secApproved":"24 November 2010","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":826080.3939393939,"staff":{"employees":6,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":191149780,"discretionary":187698182,"discretionaryAccounts":565,"nonDiscretionary":3451598,"nonDiscretionaryAccounts":10,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":203,"regulatoryAum":90564952},{"label":"High-net-worth individuals","clients":28,"regulatoryAum":100259619},{"label":"Pooled investment vehicles","clients":2,"regulatoryAum":325209}],"feePrograms":[{"role":"main","program":"Asset-Based Fee on All Household Account Assets","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051073","versionId":1051073,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-07-08","documentName":"2026-07 CRA PART 2 A&B & PRIVACY POLICY","fee_rate_low":null,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":250000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning and Consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051073","versionId":1051073,"submittedOn":"2026-07-08","documentName":"2026-07 CRA PART 2 A&B & PRIVACY POLICY"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T14:10:44.617413+00:00","documents":[{"name":"2026-07 CRA PART 2 A&B & PRIVACY POLICY","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051073","versionId":1051073,"submittedOn":"2026-07-08"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":186140759}],"custodyNote":"Columbia River Advisors has custody of $150M for 200 clients.","otherCustodians":[],"leadership":[{"name":"Jada Addink","title":"Member","crd":"8054647"},{"name":"Benjamin Addink","title":"Managing Member/Head of Investment Committee","crd":"4387214"},{"name":"Julie Morrison","title":"Operations Manager/ CCO","crd":"6220107"},{"name":"Adam Zimmerman","title":"Chief Investment Officer","crd":"4321709"}],"ownership":[{"label":"Benjamin Addink","detail":"Managing member/head of investment committee in the 50% to 75% ownership band and a control person, since December 2024."},{"label":"Jada Addink","detail":"Member in the 25% to 50% ownership band, since December 2024."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Washington","offices":3,"addresses":[{"street":"1927 Dock Street","city":"Tacoma","headquarters":true},{"street":"500- 108th Ave Ne Suite 1100","city":"Bellevue"},{"street":"826 SW 152nd Street","city":"Burien"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"253-589-1401","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":25},{"label":"U.S. government/agency bonds","percent":2},{"label":"Investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":62},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":2},{"label":"Cash and cash equivalents","percent":8}],"privateFunds":1},"sources":{"adv1FilingDate":"8 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/154571/PDF/154571.pdf","brochureDate":"8 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051073","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Columbia River Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Columbia River Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Columbia River Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Columbia River Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Columbia River Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Columbia River Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Columbia River Advisors have a minimum investment?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Columbia River Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Columbia River Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Columbia River Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 8 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"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 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."}