Columbus Macro, Llc
- Regulatory AUM
- $970M
- Discretionary
- $970M
- Clients
- 22
- Avg AUM / client
- $44.1M
- Accounts
- 5,375
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4 | $1.7M | 0.18% |
| High net worth individuals | 10 | $79.1M | 8.15% |
| State or municipal government entities | 3 | $13.1M | 1.35% |
| Other investment advisers | 5 | $876M | 90.3% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Craig Edward Columbus | Ceo | Oct 2016 (10y) | ≈ 56.25% – 100% via Columbus Macro Holdings Inc | |
| Lon Jeffrey Gerber | President/Chief Compliance Officer | Oct 2016 (10y) | Less than 5% | |
| Brian David Wright | Registered representative | Jun 2017 (9y) | ||
| Stephen Thomas Comes | Registered representative | Feb 2023 (3y) | ||
| Owen James Haney | Registered representative | Aug 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Columbus Macro Holdings Inc | Holding Company Of Columbus Macro, Llc | Apr 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Craig Edward Columbus: 75% – 100% of Columbus Macro Holdings Inc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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) | 02/27/2026 | 996 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Pershing $858M (88% of AUM) Feb 2026
- Charles Schwab & Co. $98.1M (10% of AUM) Feb 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: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗