Columbia Asset Management, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,020,384,962
Clients
411
Advisors
5
of 7 employees
About
Columbia Asset Management provides discretionary wealth management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, corporations, and charitable organizations. Its services include portfolio construction and ongoing investment supervision across individual equities, fixed income, mutual funds and ETFs, and the firm also advises on retirement account rollovers when appropriate.
The firm combines fundamental research with Modern Portfolio Theory to set strategic asset allocations and generally pursues a long‑term investment horizon while permitting shorter‑term trades for rebalancing or cash needs. Columbia serves as a fiduciary, conducts regular monitoring and at least annual reviews, and typically manages assets on a discretionary basis with custody held at a qualified custodian (the firm commonly recommends Charles Schwab).
Founded in 1997 and led by its principal owner, Columbia manages approximately $1.2 billion in client assets across six advisors and 411 clients, a level of assets per advisor that is notably higher than most peer teams. The firm reports no disciplinary history, offers financial planning as either a standalone or bundled service, and discloses an institutional relationship with Schwab that provides technology and operational support (and associated economic benefits).
Client services
Expertise
Fee options
Fixed agreed upon fee for wealth management services (alternative to percentage of AUM)
1% annually (no more than 1%)
Agreed upon hourly rate for financial planning services and other financial services
Fee-only: Agreed upon hourly rate for financial planning services
Main office
924 N Main Street, Suite 1
Ann Arbor MI 48104
Advisors at this office
5
Most active in
Michigan
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.
Advisors at this firm
Linda M
Series 65
Ann Arbor, MI
Columbia Asset Management, L.L.C.
Linda Meadows is a financial advisor at Columbia Asset Management, L.L.C. in Ann Arbor, MI, holding a Series 65 designation with nine years of industry experience. She has been with Columbia Asset Management since 2005. Columbia Asset Management provides wealth management and discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm customizes portfolios using a mix of equities, fixed-income securities, mutual funds, and ETFs, employing fundamental analysis alongside Modern Portfolio Theory with a long-term orientation.
Chris L
Series 65
Ann Arbor, MI
Columbia Asset Management, L.L.C.
Chris Luong is a financial advisor at Columbia Asset Management, L.L.C. in Ann Arbor, MI, holding a Series 65 designation with three years of industry experience. Prior to his advisory career, he managed Fabulous Nails & Spa LLC for eight years. Columbia Asset Management provides wealth management and discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm customizes portfolios using a mix of equities, fixed-income securities, mutual funds, and ETFs, applying fundamental analysis alongside Modern Portfolio Theory with a generally long-term approach.
Brian W
CFP®
Ann Arbor, MI
Columbia Asset Management, L.L.C.
Brian Weisman is a CFP® professional with 16 years of industry experience. He has been with Columbia Asset Management, L.L.C. since 1997. Columbia Asset Management provides discretionary wealth management and financial planning services to individuals, trusts, estates, corporations, and charitable organizations. The firm employs fundamental research combined with Modern Portfolio Theory to construct strategic asset allocations, generally maintaining a long-term investment horizon while allowing for rebalancing or shorter-term trades.
Christen S
Series 65
Ann Arbor, MI
Columbia Asset Management, L.L.C.
Christen Sando is a financial advisor at Columbia Asset Management, L.L.C. with seven years of industry experience and holds a Series 65 designation. She is part of a four-person advisory team based in Ann Arbor, MI. Columbia Asset Management provides wealth management and discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm customizes portfolios using a mix of equities, fixed-income securities, mutual funds, and ETFs, applying fundamental analysis alongside Modern Portfolio Theory with a generally long-term orientation.
Kory S
Series 65
Ann Arbor, MI
Columbia Asset Management, L.L.C.
Kory Salagean is a financial advisor at Columbia Asset Management, L.L.C. with five years of industry experience and a Series 65 credential. His prior work includes four years at Annie's Childrencenter and ten years in education. Columbia Asset Management provides wealth management and discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm customizes portfolios using a mix of equities, fixed-income securities, mutual funds, and ETFs, applying fundamental analysis and Modern Portfolio Theory with a long-term orientation.
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