Colmina, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$85,337,478
Total clients
40
45% high-net worth
Total advisors
5
of 7 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
8
Average account size
$2,133,437
About
Colmina provides discretionary portfolio management and financial planning to individual clients, high-net-worth individuals, trusts, estates, and business entities. The firm reports managing about $85 million across roughly 40 clients and charges percentage-of-assets-under-management fees for portfolio management while not offering wrap-fee programs.
The firm constructs active, passive, and hybrid portfolios across equity income, growth, tax‑efficient, fixed income and ESG strategies, and uses a range of analytic methods including fundamental, technical, quantitative and asset‑allocation analysis. Representatives tailor advice and may accept discretionary authority within client guidelines; financial planning is available on flat‑fee or hourly terms and can address retirement, business sale, wealth transfer and other life events.
Noteworthy aspects disclosed in the brochure include a five-person advisory team operating from four offices, which results in a relatively small client roster and high assets-per-client concentration compared with many peers. The firm also discloses non-advisory business activities by firm management and staff in wine production and distribution, that some representatives are licensed to sell insurance (and may receive commissions), and that one or more representatives have past client settlements (noted in 2011–2012 and an earlier 1993 matter).
Client services
Financial planning
Portfolio management
Expertise
ESG / Sustainable investing
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Retired
Demographic focus
Mid-Career Professionals
Approaching retirement
Fee options
Financial Planning flat fees generally range from $500 to $10,000
$0 - $200,000: 1.50% $200,000 - $500,000: 1.40% $500,000 - $1,000,000: 1.30% $1,000,000 - $3,000,000: 1.20% $3,000,000 - $8,000,000: 1.10% $8,000,000 - $13,000,000: 1.00% $13,000,000+: 0.90%
Some Representatives licensed to sell insurance and may receive commissions from insurance products sales
Up to $400 per hour for Financial Planning services
Fee-only: Financial Planning flat fees ranging from $500 to $10,000; hourly fees up to $400 per hour
Main office location
Colmina, LLC
2212 Queen Anne Avenue North, #931
Seattle WA 98109, United States
Number of offices
4
Most active in
Colmina, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · Colorado · Idaho · Nevada · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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