St. Columbanus Ag
- Regulatory AUM
- $78.6M
- Discretionary
- $58.8M
- Clients
- 9
- Avg AUM / client
- $8.7M
- Accounts
- 17
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 9 | $15.3M | 19.4% |
| Charitable organizations | Fewer than 5 clients | $32.8M | 41.8% |
| Insurance companies | Fewer than 5 clients | $24.7M | 31.4% |
| Corporations and other businesses | Fewer than 5 clients | $5.8M | 7.35% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jose Maria Soriano | Owner | Nov 2013 (13y) | 75% or more | |
| Soriano, Massimo, Christian | Manager And Chief Compliance Officer | Dec 2013 (13y) | Less than 5% |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 904 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
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Dz Prinvatbank (Schweiz) Ag $50.0M (64% of AUM) Mar 2026
- Bank Vontobel Ag $28.6M (36% 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 30, 2026.
View current Form ADV (SEC/IAPD) ↗