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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

COLUMBUS INVESTMENT ADVISORY INC.

CRD 104595

NEW ALBANY, OH

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:e4baaaed-838a-3755-dd5c-ff4ca716aee4

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Mar 1, 2012 to Mar 27, 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=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $454MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $452M
Private client RAUM: $447MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $90.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 307
Individual clients: 81
High net worth clients: 23
Custody, client assets: $2.1M
SEC number: 801-51052
CRD: 104595
Filings on the tape: 23
First filed: Mar 1, 2012
Latest filed: Mar 27, 2026
Organised: Corporation, OH

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
H CARL JUCKETT	n/a	NEW ALBANY, OH	7	31	n/a	no
KRIS ADNAN Herminghuysen	n/a	NEW ALBANY, OH	4	17	n/a	no
John Paul Dosen	n/a	New Alany, OH	3	10	n/a	no
Jordan Lindh	n/a	NEW ALBANY, OH	1	13	n/a	no
Benjamin Aaron Desatnik	n/a	NEW ALBANY, OH	0	12	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
JUCKETT, H, CARL	CEO AND CCO	Na	yes	01/2015	Mar 23, 2015	Mar 26, 2024
SCHLATER, DEBRA, ANN	SECRETARY/TREASURER	Na	yes	01/1996	Mar 1, 2012	Mar 26, 2024
SCHLATER, JOHN, LEE	President	E	yes	01/1996	Mar 1, 2012	Mar 26, 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 27, 2026	$454M	$452M	9	4	0	n/a	n/a
2024	Mar 27, 2025	$406M	$404M	9	4	0	n/a	n/a
2023	Mar 26, 2024	$345M	$344M	8	3	0	n/a	n/a
2022	Mar 23, 2023	$324M	$323M	8	3	0	n/a	n/a
2021	Mar 31, 2022	$374M	$373M	9	4	0	n/a	n/a
2020	Mar 23, 2021	$341M	$339M	9	4	0	n/a	n/a
2019	Mar 24, 2020	$342M	$340M	9	4	0	n/a	n/a
2018	Mar 14, 2019	$307M	$306M	9	4	0	n/a	n/a
2017	Mar 29, 2018	$325M	$323M	8	4	0	n/a	n/a
2016	Mar 22, 2017	$323M	$321M	8	4	n/a	n/a	n/a
2015	Mar 11, 2016	$263M	$260M	9	5	n/a	n/a	n/a
2014	Mar 23, 2015	$258M	$255M	8	4	n/a	n/a	n/a
2013	Mar 17, 2014	$243M	$241M	7	4	n/a	n/a	n/a
2012	Mar 28, 2013	$181M	$179M	7	4	n/a	n/a	n/a
2011	Mar 1, 2012	$198M	$195M	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	0

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	$454M	$406M	11.9%	$324M	11.9%	9	9	0	0

Relationships

Registered with (6)

← Benjamin Aaron DesatnikAdvisorregistration: current employment
Sep 25, 2025 to presentfactForm ADV
← Jordan LindhAdvisorregistration: current employment
Dec 10, 2024 to presentfactForm ADV
← John Paul DosenAdvisorregistration: current employment
Oct 3, 2022 to presentfactForm ADV
← KRIS ADNAN HerminghuysenAdvisorregistration: current employment
Oct 15, 2021 to presentfactForm ADV
← H CARL JUCKETTAdvisorregistration: current employment
Aug 8, 2019 to presentfactForm ADV
← Perry M ReynoldsAdvisorregistration: previous registration
Jul 20, 2020 to Aug 9, 2023factForm ADV

Controls (3)

← SCHLATER, JOHN, LEEOwnerPRESIDENT, ownership code E, individual
Mar 1, 2012 to Mar 26, 2024factForm ADV
← JUCKETT, H, CARLOwnerCEO AND CCO, ownership code NA, individual
Mar 23, 2015 to Mar 26, 2024factForm ADV
← SCHLATER, DEBRA, ANNOwnerSECRETARY/TREASURER, ownership code NA, individual
Mar 1, 2012 to Mar 26, 2024factForm ADV

Dated events

Occurred
Aug 9, 2023
Advisor changed firm
Perry M Reynolds left Columbus Investment Advisory Inc. for Wesbanco Securities, Inc. (registered 2023-09-25)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e4baaaed-838a-3755-dd5c-ff4ca716aee4
First observed: Mar 1, 2012
Last observed: Mar 27, 2026 5 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.

COLUMBUS INVESTMENT ADVISORY INC.

CRD 104595

NEW ALBANY, OH

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:e4baaaed-838a-3755-dd5c-ff4ca716aee4

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:17 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

H CARL JUCKETT

n/a

NEW ALBANY, OH

n/a

KRIS ADNAN Herminghuysen

n/a

NEW ALBANY, OH

n/a

John Paul Dosen

n/a

New Alany, OH

n/a

Jordan Lindh

n/a

NEW ALBANY, OH

n/a

Benjamin Aaron Desatnik

n/a

NEW ALBANY, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JUCKETT, H, CARL

CEO AND CCO

yes

01/2015

Mar 23, 2015

Mar 26, 2024

SCHLATER, DEBRA, ANN

SECRETARY/TREASURER

yes

01/1996

Mar 1, 2012

Mar 26, 2024

SCHLATER, JOHN, LEE

President

yes

01/1996

Mar 1, 2012

Mar 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$454M

$452M

n/a

2024

Mar 27, 2025

$406M

$404M

n/a

2023

Mar 26, 2024

$345M

$344M

n/a

2022

Mar 23, 2023

$324M

$323M

n/a

2021

Mar 31, 2022

$374M

$373M

n/a

2020

Mar 23, 2021

$341M

$339M

n/a

2019

Mar 24, 2020

$342M

$340M

n/a

2018

Mar 14, 2019

$307M

$306M

n/a

2017

Mar 29, 2018

$325M

$323M

n/a

2016

Mar 22, 2017

$323M

$321M

n/a

2015

Mar 11, 2016

$263M

$260M

n/a

2014

Mar 23, 2015

$258M

$255M

n/a

2013

Mar 17, 2014

$243M

$241M

n/a

2012

Mar 28, 2013

$181M

$179M

n/a

2011

Mar 1, 2012

$198M

$195M

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

$454M

$406M

11.9%

$324M

11.9%