Columbus Street Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Columbus Street Wealth Management reports 82 clients. They include 44 individual clients and 38 high-net-worth individuals. Of its assets, 88.4% ($128M across 365 accounts) are managed with discretion; $16.8M across 26 accounts are not. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 54% | 14% |
| High-net-worth individuals | 46% | 83% |
| Charitable organizations | Fewer than 5 | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 44 | $20.7M | 14.3% | $471K |
| High-net-worth individuals | 38 | $120M | 82.7% | $3.15M |
| Charitable organizations | Fewer than 5 | $4.27M | 3.0% | — |
| Total | 82 | $145M | 100% | — |
- Clients
- 44
- Regulatory AUM
- $20.7M
- AUM share
- 14.3%
- Avg. per client
- $471K
- Clients
- 38
- Regulatory AUM
- $120M
- AUM share
- 82.7%
- Avg. per client
- $3.15M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.27M
- AUM share
- 3.0%
- Avg. per client
- —
Total
- Clients
- 82
- Regulatory AUM
- $145M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Columbus Street Wealth Management is paid through hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting are charged hourly at no more than $250 per hour, or as flat fees from $1,000 to $50,000, with payment options set out in the brochure.
- Pension Consulting
- Pension consulting is charged as a flat fee based on plan size and complexity, subject to a minimum quarterly fee of $250 and a maximum of $50,000.
Shawn Ballinger owns 75% or more of Columbus Street Wealth Management. The leadership team of Columbus Street Wealth Management includes Chief Compliance Officer Shawn Ballinger. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Columbus Street Wealth Management, LLC
Shawn Ballinger
Control person · since April 2019
Besides its headquarters, Columbus Street Wealth Management has 0 offices, with 1 listed address in 1 state.
Ohio · 1 listed address
- 5650 Blazer Parkway, DublinHQ
Contact and registration details
- Legal name
- Columbus Street Wealth Management, LLC
- Headquarters
- 5650 Blazer Parkway, Dublin, OH 43017
- Website
- columbusstreetfin.com
- Phone
- 614-662-4250
- SEC file
- 801-136222
- Structure
- Ohio LLC
- Fiscal year end
- December
Columbus Street Wealth Management’s named custodians for separately managed accounts are Charles Schwab ($145M, 99%) and Nationwide Investment Services ($2.16M, 1%). Columbus Street Wealth Management does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $145M99%
- Nationwide Investment ServicesNationwide Investment Services Corporation · Columbus, OH · $2.16M1%
At year end, Columbus Street Wealth Management’s separately managed accounts were mostly in funds (94%).
What the accounts hold
- Stocks1%
- Funds94%
- Bonds3%
- Cash2%
How many clients does Columbus Street Wealth Management have?
Columbus Street Wealth Management has 82 clients and manages $145 million for them, as of September 2026. They include 44 individual clients and 38 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 September 2026
What services does Columbus Street Wealth Management offer?
Columbus Street Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Columbus Street Wealth Management use?
Columbus Street Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $145M and Nationwide Investment Services Corporation (Columbus, OH), with $2.16M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 September 2026
How many financial advisors does Columbus Street Wealth Management have?
Columbus Street Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 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 Columbus Street Wealth Management invest in?
At the end of its last fiscal year, Columbus Street Wealth Management’s separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 3% state and local bonds, 2% cash and equivalents and 1% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Columbus Street Wealth Management?
Columbus Street Wealth Management’s direct owner is Shawn Ballinger (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 September 2026
How does Columbus Street Wealth Management get paid?
Columbus Street Wealth Management is paid through hourly charges 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
How do I contact Columbus Street Wealth Management?
Columbus Street Wealth Management’s main office is at 5650 Blazer Parkway, Dublin, OH 43017. Its phone number is 614-662-4250. Its website is columbusstreetfin.com.
