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COLUMBIA ADVISORY PARTNERS, LLC

SPOKANE, WA · CRD 171616 · IAPD ↗ · capnorthwest.com · 509-822-3850

$312.6MRegulatory AUM
11Advisory reps
19Employees
0Clients
101-250Planning clients
2Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — COLUMBIA ADVISORY PARTNERS, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — COLUMBIA ADVISORY PARTNERS, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
March 2026 — COLUMBIA ADVISORY PARTNERS, LLC notice-filed in ND, NE, SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
69
January 2025 — COLUMBIA ADVISORY PARTNERS, LLC grew from 7 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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