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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

COLUMBIA ASSET MANAGEMENT, L.L.C.

CRD 124174

ANN ARBOR, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:67dcff3f-6ab6-8e28-0887-5bfe3c8d303b

Data as of Mar 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Mar 23, 2012 to Mar 12, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.85 fund_share=0.0 institutional_share=0.15 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-03-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $1.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 85%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $240Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,295
Individual clients: 201
High net worth clients: 210
SEC number: 801-62115
CIK: 1585047
CRD: 124174
Filings on the tape: 23
First filed: Mar 23, 2012
Latest filed: Mar 12, 2026
Organised: Limited Liability Company, MI
Website: columbiaasset.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRIAN HUMPHREY WEISMAN	Certified Financial Planner	ANN ARBOR, MI	16	28	n/a	no
LINDA MARGARETA MEADOWS	n/a	ANN ARBOR, MI	10	21	n/a	no
Christen Noelle Sando	n/a	ANN ARBOR, MI \| San Jose, CA	8	8	n/a	no
Kory Lynn Salagean	n/a	ANN ARBOR, MI	6	19	n/a	no
CHRIS HOANG LUONG	n/a	ANN ARBOR, MI	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Hoard, Jessica, Rose	CHIEF COMPLIANCE OFFICER	Na	yes	03/2026	Mar 12, 2026	Mar 12, 2026
WEISMAN, BRIAN, HUMPHREY	President	E	yes	12/1997	Mar 12, 2026	Mar 12, 2026
MEADOWS, LINDA, MARGARETA	CHIEF COMPLIANCE OFFICER	Na	no	09/2005	Mar 23, 2012	May 23, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 12, 2026	$1.2B	$1.1B	7	6	0	n/a	n/a
2024	Apr 8, 2025	$1.1B	$979M	6	4	0	n/a	n/a
2023	Mar 18, 2024	$980M	$911M	7	5	0	n/a	n/a
2022	Apr 6, 2023	$795M	$731M	6	5	0	n/a	n/a
2021	Mar 23, 2022	$859M	$856M	6	5	0	n/a	n/a
2020	Mar 31, 2021	$707M	$707M	6	4	0	n/a	n/a
2019	Mar 31, 2020	$643M	$591M	6	4	0	n/a	n/a
2018	Mar 26, 2019	$580M	$516M	4	4	1	n/a	n/a
2017	Mar 29, 2018	$519M	$516M	5	5	1	n/a	n/a
2016	Apr 4, 2017	$501M	$443M	5	5	n/a	n/a	n/a
2015	Mar 29, 2016	$434M	$374M	5	5	n/a	n/a	n/a
2014	Mar 24, 2015	$415M	$351M	4	4	n/a	n/a	n/a
2013	Mar 27, 2014	$355M	$297M	4	4	n/a	n/a	n/a
2012	Apr 1, 2013	$330M	$280M	3	3	n/a	n/a	n/a
2011	Mar 23, 2012	$298M	$246M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$1.1B	14.2%	$795M	14.7%	7	6	0	0

Relationships

Registered with (6)

← CHRIS HOANG LUONGAdvisorregistration: current employment
Jan 6, 2026 to presentfactForm ADV
← Kory Lynn SalageanAdvisorregistration: current employment
Jun 26, 2020 to presentfactForm ADV
← Christen Noelle SandoAdvisorregistration: current employment
May 15, 2018 to presentfactForm ADV
← LINDA MARGARETA MEADOWSAdvisorregistration: current employment
Apr 4, 2016 to presentfactForm ADV
← BRIAN HUMPHREY WEISMANAdvisorregistration: current employment
Sep 14, 2010 to presentfactForm ADV
← CHARLIE JO COOKAdvisorregistration: previous registration
Mar 4, 2014 to Dec 16, 2024factForm ADV

Controls (1)

← WEISMAN, BRIAN, HUMPHREYOwnerPRESIDENT, ownership code E, individual
Mar 23, 2012 to May 23, 2024factForm ADV

Owns (1)

← MEADOWS, LINDA, MARGARETAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 23, 2012 to May 23, 2024factForm ADV

Dated events

Occurred
Dec 16, 2024
Advisor changed firm
Charlie Jo Cook left Columbia Asset Management, L.L.C. for Coriander Financial Group Llc (registered 2024-12-05)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:67dcff3f-6ab6-8e28-0887-5bfe3c8d303b
First observed: Mar 23, 2012
Last observed: Mar 12, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

COLUMBIA ASSET MANAGEMENT, L.L.C.

CRD 124174

ANN ARBOR, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:67dcff3f-6ab6-8e28-0887-5bfe3c8d303b

Data as of Mar 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRIAN HUMPHREY WEISMAN

Certified Financial Planner

ANN ARBOR, MI

n/a

LINDA MARGARETA MEADOWS

n/a

ANN ARBOR, MI

n/a

Christen Noelle Sando

n/a

ANN ARBOR, MI | San Jose, CA

n/a

Kory Lynn Salagean

n/a

ANN ARBOR, MI

n/a

CHRIS HOANG LUONG

n/a

ANN ARBOR, MI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Hoard, Jessica, Rose

CHIEF COMPLIANCE OFFICER

yes

03/2026

Mar 12, 2026

WEISMAN, BRIAN, HUMPHREY

President

yes

12/1997

Mar 12, 2026

MEADOWS, LINDA, MARGARETA

CHIEF COMPLIANCE OFFICER

09/2005

Mar 23, 2012

May 23, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 12, 2026

$1.2B

$1.1B

n/a

2024

Apr 8, 2025

$1.1B

$979M

n/a

2023

Mar 18, 2024

$980M

$911M

n/a

2022

Apr 6, 2023

$795M

$731M

n/a

2021

Mar 23, 2022

$859M

$856M

n/a

2020

Mar 31, 2021

$707M

n/a

2019

Mar 31, 2020

$643M

$591M

n/a

2018

Mar 26, 2019

$580M

$516M

n/a

2017

Mar 29, 2018

$519M

$516M

n/a

2016

Apr 4, 2017

$501M

$443M

n/a

2015

Mar 29, 2016

$434M

$374M

n/a

2014

Mar 24, 2015

$415M

$351M

n/a

2013

Mar 27, 2014

$355M

$297M

n/a

2012

Apr 1, 2013

$330M

$280M

n/a

2011

Mar 23, 2012

$298M

$246M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$1.1B

14.2%

$795M

14.7%