Columbus Investment Advisory Inc.
● SEC registered since 1996CRD 104595SEC# 801-51052New Albany, OH
Reg. AUM
$453.7M
Employees
9
Accounts
307
Location
New Albany, OH
Columbus Investment Advisory Inc. assets under management
Columbus Investment Advisory Inc. is a registered investment adviser overseen by the SEC based in New Albany, OH. The firm has been registered since 1996. It reports $453.7 million in regulatory assets under management and employs 9 people.
Columbus Investment Advisory Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Debra Ann Schlater Control | Secretary/Treasurer | Under 5% | 1996 |
| John Lee Schlater Control | President And Cco | Over 75% | 1996 |
| Kris Adnan Herminghuysen Control | Coo | Under 5% | 2026 |
Frequently asked questions
How much does Columbus Investment Advisory Inc. manage?
Columbus Investment Advisory Inc. reports $453.7 million in regulatory assets under management on its Form ADV.
How many employees does Columbus Investment Advisory Inc. have?
Columbus Investment Advisory Inc. reports 9 employees.
Where is Columbus Investment Advisory Inc. located?
Columbus Investment Advisory Inc. is based in New Albany, OH and has been SEC-registered since 1996.
Does Columbus Investment Advisory Inc. disclose fund performance?
Columbus Investment Advisory Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 68 North High Street, Building C, New Albany, OH 43054-7101 |
| Phone | 614-882-1418 |
| Fax | 614-882-1750 |
| Office hours | 8:30 a.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$453.7M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$453.7Mregulatory AUM
Discretionary $451.7MNon-discretionary $2M