Sioux Falls, SD Office

Columbia Advisory Partners, LLC is a team advisory firm that serves individuals (including high‑net‑worth clients), corporations, 401(k) plans and private fund investors. It offers comprehensive financial planning and both discretionary and non‑discretionary investment management, and also provides accounting and business consulting services; beginning with the 2027 tax filing season CAP will offer tax return preparation under a separate engagement.

The firm’s investment process relies on modern portfolio theory and asset allocation software combined with fundamental analysis, with portfolios built from ETFs, mutual funds, individual equities and fixed income and overseen on a discretionary basis. CAP also offers a Manager Marketplace of model strategies that can be implemented by third‑party managers or traded by CAP, and it accepts client‑imposed account restrictions when operationally feasible.

What distinguishes CAP from many peers is its direct involvement with pooled investment vehicles and affiliated entities: it serves as investment adviser to its own private funds, participates in portfolio management for pooled vehicles, and has common ownership with sponsor/general partner entities that operate those funds. The firm’s brochure also discloses a direct‑lending program for its Private Credit Fund, stewardship relationships that result in layered compensation at the fund and adviser level, and a formerly affiliated broker‑dealer that ceased registration in 2026.