Columbus Investment Advisory Inc.
- Regulatory AUM
- $454M
- Discretionary
- $452M
- Clients
- 113
- Avg AUM / client
- $4.0M
- Accounts
- 307
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 81 | $124M | 27.2% |
| High net worth individuals | 23 | $323M | 71.3% |
| Charitable organizations | 9 | $6.8M | 1.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Vorys, Sater, Seymour And Pease Llp Retirement Plan Vorys, Sater, Seymour And Pease Llp | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Schlater, Debra, Ann | Secretary/Treasurer | Jan 1996 (31y) | Less than 5% | |
| Schlater, John, Lee | President | Jan 1996 (31y) | 75% or more | |
| H Carl Juckett | Ceo And Cco | Jan 2015 (12y) | Less than 5% | |
| Kris Adnan Herminghuysen | Registered representative | Oct 2021 (5y) | ||
| John Paul Dosen | Registered representative | Oct 2022 (4y) | ||
| Jordan Lindh | Registered representative | Dec 2024 (2y) | ||
| Benjamin Aaron Desatnik | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Vorys, Sater, Seymour And Pease Llp Retirement Plan | Vorys, Sater, Seymour And Pease Llp | 708 | $436M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 910 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $387M (85% of AUM) Mar 2026
- Bofa Securities, Inc. $60.0M (13% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗