Columbia Capital Management, Llc
- Regulatory AUM
- $2.1B
- Discretionary
- $2.1B
- Clients
- 30
- Avg AUM / client
- $69.5M
- Accounts
- 110
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| State or municipal government entities | 22 | $2.0B | 95.2% |
| Corporations and other businesses | 6 | $41.3M | 1.98% |
| Other | 2 | $58.7M | 2.82% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeff Thomas White | Managing Member | Jan 2013 (14y) | 25% – 50% | |
| Adam Timothy Pope | Managing Director | Mar 2015 (11y) | 10% – 25% | |
| Abel, David, Alan | Managing Director | Sep 2017 (9y) | 10% – 25% | |
| Dwyer, Khalen, Jaret | Managing Director | Jan 2019 (8y) | 10% – 25% | |
| Prichard, James | Managing Director | Jan 2019 (8y) | ≈ 7.5% – 25% via James H.E. Prichard Iii Trust, James H.E. Prichard, Iii Trustee | |
| Stacey Lynn Walter | Chief Compliance Officer | Jan 2019 (8y) | 5% – 10% | |
| Deric Hunter Marr Andrews | Registered representative | Jan 2023 (4y) | ||
| Samantha Allison Baker | Registered representative | Nov 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| James H.E. Prichard Iii Trust, James H.E. Prichard, Iii Trustee | Llc Member | Jan 2019 | A | 10% – 25% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Prichard, James: 75% – 100% of James H.E. Prichard Iii Trust, James H.E. Prichard, Iii Trustee × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 983 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.2B (59% of AUM) Mar 2026
- Great Western Bank $111M (11% of AUM) Mar 2022
- Umb Financial Services, Inc. $100.0M (12% of AUM) Jul 2021
- U.S. Bank $94.3M (15% of AUM) Mar 2018
- Intrust Bank, National Association $86.8M (11% of AUM) Jul 2021
- Captiol Federal Financial, Inc. $79.4M (10% of AUM) Dec 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗