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COLUMBIA ASSET MANAGEMENT, L.L.C.

ANN ARBOR, MI · CRD 124174 · IAPD ↗ · columbiaasset.com · 734-665-1455

$1.20BRegulatory AUM
6Advisory reps
7Employees
0Clients
251-500Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2026 — COLUMBIA ASSET MANAGEMENT, L.L.C. grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2025 — COLUMBIA ASSET MANAGEMENT, L.L.C. crossed $1B in regulatory AUM ($979.9M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.