SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Columbia Benefits, LLC
Denver, CO
CRD 132261
Firm filing updated March 31, 2026 ·
- $116.2MAssets
- 1Advisory staff
- 130Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals61
- High net worth individuals48
- Pension and profit sharing plans26
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 61 | $14.3 million |
| High net worth individuals | 48 | $81.1 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 26 | $20.6 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $158,450 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Assets and accounts
- Regulatory assets$116.2 million
- Accounts130
- DiscretionaryAll accounts
People
- Employees1
- Advisory staff1
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients0
Registration details
- SEC-registered investment advisor. CRD 132261, SEC file 801-131876.
- Registered with the SEC as an investment advisor (status date on record: May 20, 2025).
Is Columbia Benefits, LLC a fiduciary?
Short answer: Columbia Benefits, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.