Columbia River Advisors, Llc
- Regulatory AUM
- $191M
- Discretionary
- $188M
- Clients
- 233
- Avg AUM / client
- $820K
- Accounts
- 575
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Jul 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 203 | $90.6M | 47.4% |
| High net worth individuals | 28 | $100M | 52.5% |
| Pooled investment vehicles (non-investment companies) | 2 | $325K | 0.17% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $649K combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Blue Water Investment Fund Ii, L.P. | Other Private Fund | Washington | $649K | 1 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Tra Minw, P.S. 401(k) Profit Sharing Plan And Trust Tra Minw, P.S. | Tacoma, WA | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamin Johan Addink | Acting Managing Member/Head Of Investment Committee | Nov 2010 (16y) | 25% – 50% | |
| Scalabrine, Brian, David | Member | Jan 2014 (13y) | 25% – 50% | |
| Morrison, Julie, Lynn | Operations Manager/ Cco | Jun 2015 (11y) | Less than 5% | |
| Pruitte, David | Member | Nov 2019 (7y) | 5% – 10% | |
| Matthew Phillip Keefe | Member | Dec 2023 (3y) | 25% – 50% | |
| Donald Allen Foy | Registered representative | Nov 2010 (16y) | ||
| Adam Quentin Zimmerman | Registered representative | Chartered Financial Consultant | Jun 2016 (10y) | |
| Cassidy Anne Stevick | Registered representative | Aug 2016 (10y) |
Undisclosed: 0% – 20% 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.
Private funds (1, $649K gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Blue Water Investment Fund Ii, L.P. | Other Private Fund | $649K | $25.0K | 1 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Tra Minw, P.S. 401(k) Profit Sharing Plan And Trust | Tra Minw, P.S. | 480 | $172M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 1.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: FAILURE TO DISCLOSE CONFLICTS OF INTERESTS TO FUND INVESTORS (FUND 1 INVESTING INTO FUND 2). INVESTORS IN FUND 1 WERE NOT TOLD UNTIL MUCH LATER OF THE INVESTMENT, WHICH APPEARED TO INCREASE CRA'S COMPENSATION / POTENTIAL PROFITS. HIRED A CPA FIRM (AUDITOR) FOR THE FUNDS THAT WAS NOT QUALIFIED UNDER THE ADVISERS ACT CUSTODY RULE, AND AS A RESULT, CRA DID NOT TIMELY DISTRIBUTED AUDITED FINANCIALS STATEMENTS TO THE FUND'S INVESTORS FOR 2012 AND2014 FISCAL YEARS. Status: Final Sanction Detail: RESTITUTION TO INVESTORS IN BW 1 WHO REDEEMED FROM THE FUND PRIOR TO CLOSURE 11/2014. AMOUNT OF $90,000 PAID TO INVESTORS; THIS FIGURE WAS NOT IDENTIFIED IN THE ORDER ITSELF, BUT WAS DOCUMENTED BY THE SEC. Summary: THE FINANCIAL IMPACT TO CRA, FOY AND ADDINK, ALL PROVIDED A PAYMENT SCHEDULE OF THE FINES ($80,000 TO CRA; $25,000 TO ADDINK, $30,000 TO FOY.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $186M (97% of AUM) Jul 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: Jul 08, 2026.
View current Form ADV (SEC/IAPD) ↗