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The fee is billed in advance and is negotiable.","source":"ADV PART 2A & 2B, filed 9 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Columbia River Financial Group use?","answer":"Columbia River Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westland, TX), with $195M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Columbia River Financial Group have?","answer":"Columbia River Financial Group has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 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 Financial Group invest in?","answer":"At the end of its last fiscal year, Columbia River Financial Group’s separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities and 5% cash and equivalents.","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":"Who owns Columbia River Financial Group?","answer":"Columbia River Financial Group’s direct owner is Chad Peterson (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 3 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Columbia River Financial Group get paid?","answer":"Columbia River Financial Group is paid through a percentage of assets under management. 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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."}