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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 1b 10b

COLUMBIA CAPITAL MANAGEMENT, LLC

CRD 112773

MERRIAM, KS

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:fccf9386-54d9-7e25-8d39-204d4635487f

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 7
On other graphs: 0
Observed: Apr 2, 2012 to Mar 24, 2026
24 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: institutional managerderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.95 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.1BItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.1B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $417Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 18
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 110
SEC number: 801-55499
CIK: 1608033
CRD: 112773
Filings on the tape: 24
First filed: Apr 2, 2012
Latest filed: Mar 24, 2026
Organised: Limited Liability Company, MO
Website: bidvault.us

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
JEFF THOMAS WHITE	n/a	MERRIAM, KS	11	25	n/a	no
ADAM TIMOTHY POPE	n/a	MERRIAM, KS	11	12	n/a	no
Stacey Lynn Walter	n/a	MERRIAM, KS	5	12	n/a	no
Deric Hunter Marr-Andrews	n/a	MERRIAM, KS	3	11	n/a	no
Samantha Allison Baker	n/a	MERRIAM, KS	2	20	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
Walter, Stacey, Lynn	CHIEF COMPLIANCE OFFICER	A	yes	01/2019	Mar 27, 2019	Mar 25, 2024
WHITE, JEFF, THOMAS	MANAGING MEMBER	C	yes	01/2013	Feb 13, 2013	Mar 25, 2024
ABEL, DAVID, ALAN	MANAGING DIRECTOR	B	no	09/2017	Jul 30, 2021	Mar 25, 2024
Dwyer, Khalen, Jaret	MANAGING DIRECTOR	B	no	01/2019	Mar 27, 2019	Mar 25, 2024
JAMES H.E. PRICHARD III TRUST, JAMES H.E. PRICHARD, III TRUSTEE	LLC MEMBER	B	no	01/2019	Jul 30, 2021	Mar 25, 2024
POPE, ADAM, TIMOTHY	MANAGING DIRECTOR	B	no	01/2019	Jul 30, 2021	Mar 25, 2024
PRICHARD, JAMES	MANAGING DIRECTOR	Na	no	01/2019	Jul 30, 2021	Mar 25, 2024
PRICHARD, JAMES	Trustee	E	no	01/2019	Jul 30, 2021	Mar 25, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CCM NEW OPPORTUNITIES, LLC	n/a	Asset manager	$1.3M	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Carlsbad	CA	United States	1	no

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 24, 2026	$2.1B	$2.1B	18	6	1	n/a	n/a
2024	Mar 14, 2025	$1.9B	$1.9B	16	6	1	n/a	n/a
2023	Mar 25, 2024	$1.7B	$1.7B	15	6	1	n/a	n/a
2022	Mar 13, 2023	$1.4B	$1.4B	15	5	1	n/a	n/a
2021	Mar 25, 2022	$1.0B	$1.0B	14	5	1	n/a	n/a
2020	Mar 29, 2021	$812M	$812M	14	5	0	n/a	n/a
2019	Mar 13, 2020	$782M	$782M	15	4	0	n/a	n/a
2018	Mar 27, 2019	$714M	$714M	10	4	0	n/a	n/a
2017	Mar 28, 2018	$619M	$619M	10	4	0	n/a	n/a
2016	Mar 27, 2017	$429M	$429M	9	3	n/a	n/a	n/a
2015	Mar 25, 2016	$379M	$379M	9	3	n/a	n/a	n/a
2014	Mar 17, 2015	$330M	$330M	9	3	n/a	n/a	n/a
2013	Mar 12, 2014	$193M	$193M	9	3	n/a	n/a	n/a
2012	Feb 13, 2013	$252M	$113M	8	1	n/a	n/a	n/a
2011	Apr 2, 2012	$350M	$178M	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	$2.1B	$1.9B	7.8%	$1.4B	14.5%	18	16	1	1

Relationships

Affiliated with (2)

→ CCM NEW OPPORTUNITIES, LLCRegistered adviserother investment adviser, control, common control
factForm ADV
← CCM NEW OPPORTUNITIES, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Registered with (5)

← Samantha Allison BakerAdvisorregistration: current employment
Nov 16, 2023 to presentfactForm ADV
← Deric Hunter Marr-AndrewsAdvisorregistration: current employment
Jan 23, 2023 to presentfactForm ADV
← Stacey Lynn WalterAdvisorregistration: current employment
Nov 2, 2020 to presentfactForm ADV
← JEFF THOMAS WHITEAdvisorregistration: current employment
Mar 27, 2015 to presentfactForm ADV
← ADAM TIMOTHY POPEAdvisorregistration: current employment
Mar 27, 2015 to presentfactForm ADV

Owns (5)

← ABEL, DAVID, ALANOwnerMANAGING DIRECTOR, ownership code B, individual
Jul 30, 2021 to Mar 25, 2024factForm ADV
← PRICHARD, JAMESOwnerTRUSTEE, ownership code E, individual
Jul 30, 2021 to Mar 25, 2024factForm ADV
← POPE, ADAM, TIMOTHYOwnerMANAGING DIRECTOR, ownership code B, individual
Jul 30, 2021 to Mar 25, 2024factForm ADV
← Dwyer, Khalen, JaretOwnerMANAGING DIRECTOR, ownership code B, individual
Mar 27, 2019 to Mar 25, 2024factForm ADV
← JAMES H.E. PRICHARD III TRUST, JAMES H.E. PRICHARD, III TRUSTEEOwnerLLC MEMBER, ownership code B, domestic entity
Jul 30, 2021 to Mar 25, 2024factForm ADV

Controls (2)

← WHITE, JEFF, THOMASOwnerMANAGING MEMBER, ownership code C, individual
Feb 13, 2013 to Mar 25, 2024factForm ADV
← Walter, Stacey, LynnOwnerCHIEF COMPLIANCE OFFICER, ownership code A, individual
Mar 27, 2019 to Mar 25, 2024factForm ADV

Dated events

Occurred
Mar 25, 2024
Regulatory AUM changed
Columbia Capital Management, Llc reported RAUM $1.7B, up 26% from $1.4B (2023-11-15 to 2024-03-25)
Form ADVobserved 4 days ago
$357M
Occurred
Mar 13, 2023
Regulatory AUM changed
Columbia Capital Management, Llc reported RAUM $1.4B, up 34% from $1.0B (2022-03-25 to 2023-03-13)
Form ADVobserved 4 days ago
$356M
Occurred
Mar 25, 2022
Regulatory AUM changed
Columbia Capital Management, Llc reported RAUM $1.0B, up 28% from $811.8M (2021-07-30 to 2022-03-25)
Form ADVobserved 4 days ago
$224M
Occurred
Jul 30, 2021
Control person left
Claire Courtney Shea (Managing Member) no longer on Schedule A of Columbia Capital Management, Llc (listed 2021-03-29, absent 2021-07-30)
Form ADVobserved 4 days ago
Occurred
Mar 27, 2019
Control person left
Weston Dennis Lloyd (President/Chief Compliance Officer) no longer on Schedule A of Columbia Capital Management, Llc (listed 2018-03-29, absent 2019-03-27)
Form ADVobserved 4 days ago
Occurred
Mar 27, 2019
Control person joined
Lynn Stacey Walter (Chief Compliance Officer) appeared on Schedule A of Columbia Capital Management, Llc
Form ADVobserved 4 days ago
Occurred
Mar 28, 2018
Regulatory AUM changed
Columbia Capital Management, Llc reported RAUM $618.6M, up 44% from $429.2M (2017-03-27 to 2018-03-28)
Form ADVobserved 4 days ago
$189M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fccf9386-54d9-7e25-8d39-204d4635487f
First observed: Apr 2, 2012
Last observed: Mar 24, 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.

COLUMBIA CAPITAL MANAGEMENT, LLC

CRD 112773

MERRIAM, KS

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:fccf9386-54d9-7e25-8d39-204d4635487f

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:39 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFF THOMAS WHITE

n/a

MERRIAM, KS

n/a

ADAM TIMOTHY POPE

n/a

MERRIAM, KS

n/a

Stacey Lynn Walter

n/a

MERRIAM, KS

n/a

Deric Hunter Marr-Andrews

n/a

MERRIAM, KS

n/a

Samantha Allison Baker

n/a

MERRIAM, KS

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Walter, Stacey, Lynn

CHIEF COMPLIANCE OFFICER

yes

01/2019

Mar 27, 2019

Mar 25, 2024

WHITE, JEFF, THOMAS

MANAGING MEMBER

yes

01/2013

Feb 13, 2013

Mar 25, 2024

ABEL, DAVID, ALAN

MANAGING DIRECTOR

09/2017

Jul 30, 2021

Mar 25, 2024

Dwyer, Khalen, Jaret

MANAGING DIRECTOR

01/2019

Mar 27, 2019

Mar 25, 2024

JAMES H.E. PRICHARD III TRUST, JAMES H.E. PRICHARD, III TRUSTEE

LLC MEMBER

01/2019

Jul 30, 2021

Mar 25, 2024

POPE, ADAM, TIMOTHY

MANAGING DIRECTOR

01/2019

Jul 30, 2021

Mar 25, 2024

PRICHARD, JAMES

MANAGING DIRECTOR

01/2019

Jul 30, 2021

Mar 25, 2024

PRICHARD, JAMES

Trustee

01/2019

Jul 30, 2021

Mar 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CCM NEW OPPORTUNITIES, LLC

n/a

Asset manager

$1.3M

yes

n/a

City

State

Country

Employees

Also broker-dealer

Carlsbad

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$2.1B

n/a

2024

Mar 14, 2025

$1.9B

n/a

2023

Mar 25, 2024

$1.7B

n/a

2022

Mar 13, 2023

$1.4B

n/a

2021

Mar 25, 2022

$1.0B

n/a

2020

Mar 29, 2021

$812M

n/a

2019

Mar 13, 2020

$782M

n/a

2018

Mar 27, 2019

$714M

n/a

2017

Mar 28, 2018

$619M

n/a

2016

Mar 27, 2017

$429M

n/a

2015

Mar 25, 2016

$379M

n/a

2014

Mar 17, 2015

$330M

n/a

2013

Mar 12, 2014

$193M

n/a

2012

Feb 13, 2013

$252M

$113M

n/a

2011

Apr 2, 2012

$350M

$178M

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

$2.1B

$1.9B

7.8%

$1.4B

14.5%