Columbia Asset Management, L.L.C.
● SEC registered since 2003CRD 124174SEC# 801-62115Ann Arbor, MI
Reg. AUM
$1.2B
Employees
7
Accounts
1,295
Location
Ann Arbor, MI
Columbia Asset Management, L.L.C. assets under management
Columbia Asset Management, L.L.C. operates as an SEC-registered investment adviser based in Ann Arbor, MI. The firm has been registered since 2003. It reports $1.2 billion in regulatory assets under management and employs 7 people.
Columbia Asset Management, L.L.C. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Humphrey Weisman Control | President | Over 75% | 1997 |
| Jessica Rose Hoard Control | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Columbia Asset Management, L.L.C. manage?
Columbia Asset Management, L.L.C. reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Columbia Asset Management, L.L.C. have?
Columbia Asset Management, L.L.C. reports 7 employees.
Where is Columbia Asset Management, L.L.C. located?
Columbia Asset Management, L.L.C. is based in Ann Arbor, MI and has been SEC-registered since 2003.
Does Columbia Asset Management, L.L.C. disclose fund performance?
Columbia Asset Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 924 N Main Street, Suite 1, Ann Arbor, MI 48104 |
| Phone | 734-665-1455 |
| Fax | 734-665-4003 |
| Office hours | 9:30-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1585047 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.2B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$1.2Bregulatory AUM
Discretionary $1.1BNon-discretionary $96.2M