Colburn Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Colburn Wealth Management serves individual and high‑net‑worth clients, providing discretionary asset management and related financial planning. The firm documents client goals and risk tolerances, and may complete comprehensive financial plans at no additional cost.
The firm’s investment process emphasizes fundamental analysis and tailors strategies to each client’s objectives, with discretionary trading authority to implement asset allocation, long‑ and short‑term positions, and options strategies. Accounts are reviewed at least quarterly for allocation alignment and tax‑loss harvesting opportunities, and CWM requires custody through Charles Schwab as its broker‑dealer for trade execution.
Noteworthy aspects include the firm’s recent notice that it is seeking SEC registration and its stated requirement to use Charles Schwab for custodial services, which affects trade execution and reporting. The brochure also highlights firm compliance practices (a Code of Ethics and quarterly personal trading reviews), discloses that clients vote their own proxies, and the firm reports offering educational seminars or workshops — a service that is uncommon among peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.75% annually $2,000,000 - $5,000,000: 0.50% annually $5,000,000+: 0.25% annually
Account minimum: $500,000 Minimum fee: $2,500 minimum annual fee on first $1,000,000
Main office
3989 Broadway
Grove City OH 43123
Advisors at this office
4
Most active in
Ohio
Also doing business as
Colburn Investments, LLC · Colburn Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Danny C
Series 65
Grove City, OH
Colburn Wealth Management, LLC
Danny Colburn is a Series 65-licensed financial advisor with 15 years of industry experience. He is the principal of Colburn Investments, LLC and also leads Colburn Wealth Management, LLC in Grove City, Ohio. Colburn Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning tailored to client goals and risk tolerances. The firm’s investment approach centers on fundamental analysis and custom strategies, with regular portfolio reviews and a focus on tax-loss harvesting.
Robert G
Series 65
Grove City, OH
Colburn Wealth Management, LLC
Robert Gabel is a financial advisor at Colburn Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and previously worked for 12 years at Cardinal Health, Inc. Colburn Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning. The firm follows a fundamental analysis approach tailored to client objectives, offers comprehensive financial plans at no additional cost, and conducts quarterly account reviews including tax-loss harvesting.
Edward D
Series 65
Grove City, OH
Colburn Wealth Management, LLC
Edward Daniels is a Series 65-credentialed advisor at Colburn Wealth Management, LLC with one year of industry experience. Prior to joining Colburn Wealth Management, he worked at Cardinal Health, Inc. for 28 years. Daniels is also involved with Brass Bull1. Colburn Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning. The firm’s investment approach emphasizes fundamental analysis and tailors strategies to client objectives, conducting regular account reviews and offering educational seminars.
Paul C
Series 63, Series 66
Grove City, OH
Colburn Wealth Management, LLC
Paul Chapman is a financial advisor with Colburn Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Colburn Wealth Management since 2016. Colburn Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning tailored to client goals and risk tolerances. The firm employs a fundamental analysis investment process and offers services including quarterly account reviews, tax-loss harvesting, and educational seminars.
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