C

Columbus Investment Advisory Inc.

Updated today

Client assets under management

$446,933,426

Clients

104

22% high-net-worth

Advisors

5

of 9 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

21

Very Low

Average account size

$4,297,437

About

Columbus Investment Advisory, Inc. provides discretionary portfolio management for individuals and families, with a client base that includes high-net-worth individuals, trusts, individual retirement accounts and charitable foundations. The firm also offers a limited amount of financial consulting to small business owners and prospective business owners on matters such as acquisitions, capital expenditures, investment analysis and strategic planning.

Investment decisions are driven by proprietary, fundamental research conducted on a company-by-company basis; the firm looks for stocks trading at least 20% below internal target prices and favors names with valuation and balance-sheet metrics such as below-market P/E and P/CF, debt/equity under 50%, growing cash flow and rising dividends. Portfolios are typically constructed with 30–40 stocks (individual positions generally capped near 3–4% of a portfolio) and an average holding period of about 3–5 years, while fixed-income allocations emphasize individual, short-to-intermediate maturity bonds (generally 2–10 years) and laddered maturities.

Several operational and compliance practices distinguish the firm from many peers: it prefers individual bonds over bond funds for transparency and known maturities, does not participate in soft-dollar arrangements, and does not vote client proxies (clients receive proxies directly from custodians). Its Code of Ethics requires pre-approval of personal trades and imposes a five-business-day lag between client and associate transactions, and the firm notes it can be deemed to have custody due to fee deductions and standing letters of authorization.

Client services

Portfolio management Financial consulting.

Expertise

Active portfolio management Tax-loss harvesting

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.60% $2,500,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.35% $10,000,001+: Negotiable

Project-based

Fees for financial consulting services are based on time devoted and nature of services provided; specific rates not stated

Other

Minimum fee: $2,500 minimum annual fee

Main office location

Columbus Investment Advisory Inc.

68 North High Street, Building C

New Albany OH 43054-7101, United States

Number of offices

1

Most active in

Ohio

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Benjamin D

Series 65

New Albany, OH

Columbus Investment Advisory Inc.

Benjamin Desatnik is a financial advisor at Columbus Investment Advisory Inc. He holds a Series 65 designation and began his advisory career in 2024. Prior to joining the firm, he worked at Dick's Sporting Goods for five years. Columbus Investment Advisory provides discretionary portfolio management and limited financial consulting primarily to high-net-worth individuals, families, trusts, individual retirement accounts, and charitable foundations. The firm manages approximately $405 million in client assets and employs a proprietary fundamental research approach focused on undervalued stocks and investment-grade bonds with laddered maturities.

Active portfolio management Tax-loss harvesting Founder/Business Owner
user avatar

Kris H

Series 65

New Albany, OH

Columbus Investment Advisory Inc.

Kris Herminghuysen is a financial advisor at Columbus Investment Advisory Inc. with a Series 65 credential and four years of industry experience. He has been with Columbus Investment Advisory since 2018 and was self-employed for ten years prior. Columbus Investment Advisory provides discretionary portfolio management and limited financial consulting primarily to high-net-worth individuals, families, trusts, IRAs, and charitable foundations. The firm employs a proprietary fundamental research approach focused on undervalued stocks and investment-grade bonds, managing a relatively small client base with an emphasis on independence and specific operational practices.

Active portfolio management Tax-loss harvesting Founder/Business Owner
user avatar

Jordan L

Series 65

New Albany, OH

Columbus Investment Advisory Inc.

Jordan Lindh is a financial advisor at Columbus Investment Advisory Inc. with two years of industry experience. He holds a Series 65 designation and has worked previously at Nationwide Investment Services Corporation. Columbus Investment Advisory provides discretionary portfolio management and limited financial consulting primarily to high-net-worth individuals, families, trusts, IRAs, and charitable foundations. The firm employs a proprietary fundamental research process focused on undervalued stocks and investment-grade bonds, managing approximately $405 million in client assets across about 95 client relationships.

Active portfolio management Tax-loss harvesting Founder/Business Owner
user avatar

John D

Series 65

New Alany, OH

Columbus Investment Advisory Inc.

John Dosen is a Series 65-licensed financial advisor at Columbus Investment Advisory Inc. with three years of industry experience. His prior work includes a role at PriceWaterhouseCoopers and entrepreneurial experience with Morel Landscaping LLC. Columbus Investment Advisory provides discretionary portfolio management and limited financial consulting primarily to high-net-worth individuals, families, trusts, IRAs, and charitable foundations. The firm employs a proprietary fundamental research approach focused on undervalued stocks and investment-grade bonds, managing a concentrated portfolio with emphasis on independence and operational controls.

Active portfolio management Tax-loss harvesting Founder/Business Owner
user avatar

H J

Series 63

New Albany, OH

Columbus Investment Advisory Inc.

H Juckett is a financial advisor at Columbus Investment Advisory Inc. with 6 years of industry experience. He holds the Series 63 designation and has been with Columbus Investment Advisory since 2011. The firm provides discretionary portfolio management and limited financial consulting primarily to high-net-worth individuals, families, trusts, individual retirement accounts, and charitable foundations. Columbus Investment Advisory manages approximately $405 million in client assets and employs a proprietary fundamental research approach focused on undervalued stocks and investment-grade bonds.

Active portfolio management Tax-loss harvesting Founder/Business Owner
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