Columbia Advisory Partners, LLC

Columbia Advisory Partners provides comprehensive financial planning plus discretionary and non‑discretionary portfolio management to individuals (including high‑net‑worth clients), corporations, 401(k) plans and private funds. The firm also offers limited accounting and business consulting services and integrates planning topics such as cash flow, tax, retirement, estate planning, risk management and digital asset advice into its financial plans.

The firm’s investment approach relies on Modern Portfolio Theory and diversified ETF and mutual fund allocations supplemented by fundamental analysis, with model portfolios reviewed at least quarterly and a Manager Marketplace that gives clients access to third‑party actively managed models. CAP also operates and advises pooled vehicles, including affiliated private funds, and manages both individual accounts and pooled‑vehicle strategies on a discretionary basis when authorized.

What distinguishes CAP from many multi‑team peers is its combination of accounting origins and ongoing affiliated business lines: it maintains ties to accounting and business consulting, common ownership with fund sponsors and an affiliated broker‑dealer/placement agent, and serves as investment adviser to several affiliated private funds (for example, its private credit and income funds and the Hartley fund group). Those relationships mean CAP both recommends and manages pooled investment vehicles and permits certain IARs to be dually registered with the affiliated broker‑dealer; the firm discloses these affiliations and describes procedures intended to address the related conflicts of interest.