Data / Investment advisers / Kansas / Columbia Capital Management, LLC
Columbia Capital Management, LLC, Merriam, KS: $2.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Columbia Capital Management, LLC is an SEC registered investment adviser with its main office in Merriam, Kansas and reports $2.1 billion in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include state and municipal governments and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Columbia Capital Management, LLC (CRD number 112773): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 112773
- SEC file number
- 801-55499
- SEC status
- Approved, effective May 15, 1998
- Main office
- 6700 Antioch Suite 250, Merriam, KS 66204
- Phone
- (913) 248-8500
- Website
- bidvault.us
- Regulatory AUM
- $2,086,444,874 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $2,086,444,874
- Accounts
- 110
- Employees
- 18, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 22 | $1.99 billion |
| Corporations or other businesses | 6 | $41.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.09 billion | March 24, 2026 |
| December 1, 2025 | $1.94 billion | March 14, 2025 |
Other advisers in Kansas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fas Wealth Partners, Inc. | Leawood | $3.78 billion | Not listed | adviserinfo.sec.gov |
| Rocky Mountain Advisers, LLC | Salina | $3.15 billion | Not listed | adviserinfo.sec.gov |
| Veta Investment Partners, LLC | Lawrence | $2.79 billion | Not listed | adviserinfo.sec.gov |
| Mariner | Overland Park, | $2.77 billion | Not listed | adviserinfo.sec.gov |
| Creativeone Securities, LLC | Overland Park | $2.54 billion | Not listed | adviserinfo.sec.gov |
| Caliber Wealth Management, LLC | Overland Park | $1.76 billion | Not listed | adviserinfo.sec.gov |
| Fortis Capital Advisors, LLC | Prairie Village | $1.62 billion | Not listed | adviserinfo.sec.gov |
| CGN Advisors, LLC | Manhattan | $1.60 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Kansas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving corporations and other businesses
- Columbia Capital Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.