Columbia Asset Management, L.L.C.
- Regulatory AUM
- $1.2B
- Discretionary
- $1.1B
- Clients
- 431
- Avg AUM / client
- $2.8M
- Accounts
- 1,295
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 201 | $65.7M | 5.47% |
| High net worth individuals | 210 | $955M | 79.6% |
| Charitable organizations | 20 | $180M | 15.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Sheet Metal Workers Local 17 Annuity Income Fund Sheet Metal Workers Local No. 17 Annuity Income Fund | 2024 | |
| Alliance For Audited Media Retirement Income Plan Alliance For Audited Media | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Humphrey Weisman | President | CFP | Dec 1997 (29y) | 75% or more |
| Linda Margareta Meadows | Chief Compliance Officer | Sep 2005 (21y) | Less than 5% | |
| Christen Noelle Sando | Registered representative | May 2018 (8y) | ||
| Kory Lynn Salagean | Registered representative | Jun 2020 (6y) | ||
| Chris Hoang Luong | Registered representative | Jan 2026 (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 (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Sheet Metal Workers Local 17 Annuity Income Fund | Sheet Metal Workers Local No. 17 Annuity Income Fund | 3,288 | $656M | 04/01/2024 |
| Alliance For Audited Media Retirement Income Plan | Alliance For Audited Media | 1 | $19.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 911 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $929M (77% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 12, 2026.
View current Form ADV (SEC/IAPD) ↗