National Retirement Planning Experts

National Coverage
Local Professionals

COLUMBIA CAPITAL

204 S. Union Street
Alexandria, Virginia 22314
Tel: 703-519-2000

Need a Financial Advisor?
Compare Vetted Advisors

About COLUMBIA CAPITAL

COLUMBIA CAPITAL, formally registered with the SEC as COLUMBIA CAPITAL. The firm was established in 08/09/2022. They have over 1 offices throughout the country.

COLUMBIA CAPITAL is a Alexandria, Virginia based Financial Planning firm with nearly $5,998,340,156 assets under management, offering retirement planning & investment advisory services to 25 clients. The firm is staffed with 30 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#159616
SEC#801-126354
Assets Managed by Firm$5,998,340,156
No. of Clients25
No. of Advisors30

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total25$5,998,340,156

More Retirement Planning firms in Alexandria, Virginia:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
SANDS CAPITAL MANAGEMENT, LLC
1000 Wilson Blvd., Suite 3000
Arlington, VA, 22209
$45,003,485,534354181
INVESTURE, LLC
240 W Main Street, Suite 500
Charlottesville, VA, 22902
$32,231,415,1805347
STRATEGIC INVESTMENT MANAGEMENT, LLC
1001 19th St. N.17th Fl.
Arlington, VA, 22209-1722
$26,988,658,3968499
VEST FINANCIAL LLC
8350 Broad St, Suite 240
Mclean, VA, 22102-5150
$24,381,015,4589427
THOMPSON SIEGEL & WALMSLEY LLC
6641 West Broad Street, Suite 600
Richmond, VA, 23230
$20,812,400,000477568

Explore More Retirement Advisors in Alexandria, Virginia