Columbia Benefits, LLC
● SEC registered since 2025CRD 132261SEC# 801-131876Denver, CO
Reg. AUM
$116.2M
Employees
1
Accounts
130
Location
Denver, CO
Columbia Benefits, LLC assets under management
Columbia Benefits, LLC is an investment advisory firm registered with the SEC based in Denver, CO. The firm has been registered since 2025. It reports $116.2 million in regulatory assets under management and employs 1 people.
Columbia Benefits, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Paul Davis Control | Member Owner / Chief Compliance Officer | Over 75% | 2002 |
Frequently asked questions
How much does Columbia Benefits, LLC manage?
Columbia Benefits, LLC reports $116.2 million in regulatory assets under management on its Form ADV.
How many employees does Columbia Benefits, LLC have?
Columbia Benefits, LLC reports 1 employees.
Where is Columbia Benefits, LLC located?
Columbia Benefits, LLC is based in Denver, CO and has been SEC-registered since 2025.
Does Columbia Benefits, LLC disclose fund performance?
Columbia Benefits, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1720 S. Bellaire Street, Suite 410, Denver, CO 80222 |
| Phone | 303-759-1100 |
| Fax | 303-759-1104 |
| Office hours | 9:00 To 4:00 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$116.2M▲ 8%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$116.2Mregulatory AUM
Discretionary $116.2M