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Columbus Investment Advisory Inc.

● SEC registered since 1996CRD 104595SEC# 801-51052New Albany, OH
Export (members)
Reg. AUM
$405.6M
Employees
9
Accounts
103
Location
New Albany, OH

Columbus Investment Advisory Inc. assets under management

Columbus Investment Advisory Inc. is a registered investment adviser overseen by the SEC based in New Albany, OH. The firm has been registered since 1996. It reports $405.6 million in regulatory assets under management and employs 9 people.
View on SEC.gov ↗

Columbus Investment Advisory Inc. owners & executives

3 reported
NameTitleOwnershipSince
Debra Ann Schlater ControlSecretary/TreasurerUnder 5%1996
H Carl Juckett ControlCeo And CcoUnder 5%2015
John Lee Schlater ControlPresidentOver 75%1996

Frequently asked questions

How much does Columbus Investment Advisory Inc. manage?

Columbus Investment Advisory Inc. reports $405.6 million in regulatory assets under management on its Form ADV.

How many employees does Columbus Investment Advisory Inc. have?

Columbus Investment Advisory Inc. reports 9 employees.

Where is Columbus Investment Advisory Inc. located?

Columbus Investment Advisory Inc. is based in New Albany, OH and has been SEC-registered since 1996.

Does Columbus Investment Advisory Inc. disclose fund performance?

Columbus Investment Advisory Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address68 North High Street, Building C, New Albany, OH 43054-7101
Phone614-882-1418
Fax614-882-1750
Office hours8:30 a.m. To 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$404.4M
Non-discretionary$1.2M
Total (RAUM)$405.6M