Columbia River Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$192,465,088
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
274
22% high-net worth
Advisors
4
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
69
HighAverage account size
$702,427
About
Columbia River Financial Group provides investment management and financial planning for individuals, high-net-worth clients, trusts, estates, charitable organizations and business entities. It offers ongoing, customized advisory services—typically on a discretionary basis—and financial planning that can cover retirement planning, sale of a business, career transitions, and wealth transfer.
The firm tailors portfolios to client objectives and time horizons and uses a mix of quantitative and qualitative analysis, including modern portfolio theory, regular monitoring and rebalancing. It constructs portfolios across a broad set of instruments (stocks, bonds, mutual funds, ETFs, closed-end funds, structured notes, options and margin) and manages the majority of assets discretionarily while maintaining some non-discretionary arrangements.
Notable features include a compact, experienced team formed after the firm’s 2017 registration whose members largely share prior experience at Thrivent and hold advanced credentials (multiple CFP® designees and an APMA®). The brochure also discloses involvement by a team member in donor-advised fund activity, use of a national custodian that provides certain non-monetary benefits to the firm, and a stated minimum advisory fee that the firm notes may be higher than some peers.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
Minimum fee: $4,500 per year per household (standard minimum advisory fee); also mentions a $3,000 per year per household minimum fee subject to clients (may vary or be waived)
Main office location
Columbia River Financial Group
16701 Se Mcgillivray Blvd.,, #250
Vancouver WA 98683, United States
Number of offices
1
Most active in
Columbia River Financial Group has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Oregon · 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.
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