COLUMN CAPITAL ADVISORS, LLC

9100 Keystone Crossing
Suite 700
Indianapolis, Indiana 46240
Tel: 317-663-6500

About COLUMN CAPITAL ADVISORS, LLC

COLUMN CAPITAL ADVISORS, LLC, formally registered with the SEC as COLUMN CAPITAL ADVISORS, LLC. The firm was established in 05/12/2005. They have over 3 offices throughout the country.

COLUMN CAPITAL ADVISORS, LLC is a Indianapolis, Indiana based Financial Planning firm with nearly $1,259,029,913 assets under management, offering retirement planning & investment advisory services to 1634 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	135118
SEC#	801-64213
Assets Managed by Firm	$1,259,029,913
No. of Clients	1634
No. of Advisors	22

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1634	$1,259,029,913
Individuals (other than high net worth individuals)	103	$55,514,787
High net worth individuals	242	$1,054,407,395
Pension and profit sharing plans		$8,530,209
Charitable organizations	9	$11,464,352
Corporations or other businesses	6	$4,838,559

Inquire with COLUMN CAPITAL ADVISORS, LLC

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SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$16,220,200,000	38933	560
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$15,587,908,593	5947	159

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