Columbia Advisory Partners, Llc
- Regulatory AUM
- $313M
- Discretionary
- $243M
- Clients
- 631
- Avg AUM / client
- $495K
- Accounts
- 1,822
- Employees
- 19
AUM over time
Annual snapshots from Form ADV filings · as of Jun 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 445 | $113M | 36.1% |
| High net worth individuals | 185 | $184M | 58.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $16.0M | 5.12% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $4.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cap Private Credit Fund, Lp | Securitized Asset Fund | Washington | $4.5M | 32 |
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steven T Larsen | Owner | CFP | Jun 2004 (22y) | 50% – 75% |
| Jeremy Daniel Russell | Vice President | Mar 2016 (10y) | 10% – 25% | |
| Kimberly Patricia Smith | President/Chief Compliance Officer/Owner | Dec 2019 (7y) | 10% – 25% | |
| John F Bevan | Registered representative | Mar 2016 (10y) | ||
| Kyle Thomas Knigge | Registered representative | CFA | Jan 2018 (9y) | |
| Matthew David Foust | Registered representative | May 2018 (8y) | ||
| Tyson Samuel Blake | Registered representative | Apr 2019 (7y) | ||
| Keith Browning | Registered representative | Aug 2021 (5y) | ||
| Brian John Schafer | Registered representative | Feb 2023 (3y) | ||
| Soracha Haley | Registered representative | Jan 2024 (3y) | ||
| Alex Foust | Registered representative | Aug 2024 (2y) | ||
| Susan Marie Marshall | Registered representative | Personal Financial Specialist | Sep 2024 (2y) | |
| Daniel Bennett | Registered representative | Nov 2024 (2y) | ||
| Douglas Garth Youngberg | Registered representative | CFP Chartered Financial Consultant | Feb 2025 (1y) | |
| Paul Werner Felsch | Registered representative | Mar 2025 (1y) | ||
| Kenneth Thiefault | Registered representative | May 2025 (1y) | ||
| Joseph Patrick Thomas | Registered representative | Feb 2026 (0y) | ||
| Thomas Binge | Registered representative | May 2026 (0y) | ||
| Tyson Michael Para | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 30% 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, $4.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cap Private Credit Fund, Lp | Securitized Asset Fund | $4.5M | $50.0K | 32 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/18/2026 | 1.48 MB | 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
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Charles Schwab & Co. $253M (81% of AUM) Jun 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: Jun 18, 2026.
View current Form ADV (SEC/IAPD) ↗