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Columbia Benefits, LLC

● SEC registered since 2025CRD 132261SEC# 801-131876Denver, CO
Export (members)
Reg. AUM
$107.7M
Employees
1
Accounts
179
Location
Denver, CO

Columbia Benefits, LLC assets under management

Columbia Benefits, LLC is an investment advisory firm registered with the SEC based in Denver, CO. The firm has been registered since 2025. It reports $107.7 million in regulatory assets under management and employs 1 people.

Columbia Benefits, LLC owners & executives

1 reported
NameTitleOwnershipSince
Gary Paul Davis ControlMember Owner / Chief Compliance OfficerOver 75%2002

Frequently asked questions

How much does Columbia Benefits, LLC manage?

Columbia Benefits, LLC reports $107.7 million in regulatory assets under management on its Form ADV.

How many employees does Columbia Benefits, LLC have?

Columbia Benefits, LLC reports 1 employees.

Where is Columbia Benefits, LLC located?

Columbia Benefits, LLC is based in Denver, CO and has been SEC-registered since 2025.

Does Columbia Benefits, LLC disclose fund performance?

Columbia Benefits, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1720 S. Bellaire Street, Suite 410, Denver, CO 80222
Phone303-759-1100
Fax303-759-1104
Office hours9:00 To 4:00
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$107.7M
Non-discretionary$0
Total (RAUM)$107.7M