Asset ManagerRIA · CRD 104595SEC-Registered

Updated:

Columbus Investment Advisory

COLUMBUS INVESTMENT ADVISORY INC. is an SEC-registered investment adviser in NEW ALBANY, OH, since 1996. The firm manages $454 million in assets, $452 million...

Columbus Investment Advisory

COLUMBUS INVESTMENT ADVISORY INC. is an SEC-registered investment adviser in NEW ALBANY, OH, since 1996. The firm manages $454 million in assets, $452 million on a discretionary basis. It has 9 employees and 4 investment advisers.

General information

Firm type

Asset Manager

Frequently asked questions

Is Columbus Investment Advisory an active registered investment adviser?

Regulatory records indicate the entity has a registration filing classified as an investment adviser. However, no public disclosures — such as a Form ADV summary, client-facing website, or professional profiles — have been surfaced to confirm active operations, current AUM, or the specific nature of advisory services offered.

Who manages investment decisions at Columbus Investment Advisory?

No named principal, portfolio manager, or investment committee member is linked to this entity in any primary source. The firm has not published executive biographies, leadership transitions, or regulatory filings that identify controlling persons.

What asset classes or strategies does the firm pursue?

Without a published strategy statement, ADV brochure, or attributed portfolio data, no asset-class focus can be described. The entity's registration as an investment adviser does not, by itself, signal whether the firm manages equities, fixed income, alternatives, or provides non-discretionary financial planning.

How does the firm source its clients?

The absence of a website, LinkedIn presence, or any media footprint suggests client acquisition likely occurs through private networks, referrals, or professional-service relationships rather than public marketing. This is common among boutique advisory practices serving a concentrated, long-standing client base.

What is the firm's known regulatory or disciplinary history?

No regulatory actions, enforcement proceedings, or disciplinary disclosures have surfaced in association with Columbus Investment Advisory. The entity's sparse public record limits the scope of confirmable compliance information available for due diligence.

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