COLUMBIA CAPITAL MANAGEMENT, LLC

6700 Antioch
Suite 250
Merriam, Kansas 66204
Tel: 913-248-8500

About COLUMBIA CAPITAL MANAGEMENT, LLC

COLUMBIA CAPITAL MANAGEMENT, LLC, formally registered with the SEC as COLUMBIA CAPITAL MANAGEMENT, LLC. The firm was established in 05/15/1998. They have over 2 offices throughout the country.

COLUMBIA CAPITAL MANAGEMENT, LLC is a Merriam, Kansas based Financial Planning firm with nearly $1,747,846,198 assets under management, offering retirement planning & investment advisory services to 90 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112773
SEC#	801-55499
Assets Managed by Firm	$1,747,846,198
No. of Clients	90
No. of Advisors	15

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for businesses or institutional clients
Other (MUNICIPAL ADVISORY SERVICES FOR GOVERNMENTAL BOND TRANSACTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	90	$1,747,846,198
Corporations or other businesses	6	$41,892,440

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MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$22,544,205,893	149	56
FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211	$15,083,813,669	14421	68
KORNITZER CAPITAL MANAGEMENT, INC. 5420 West 61st Place Mission, KS, 66205-3084	$7,212,926,049	5032	40

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