Columbus Investment Advisory Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$446,933,426
Clients
104
Advisors
5
of 9 employees
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
Expertise
Occupation focus
Fee options
$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
Fees for financial consulting services are based on time devoted and nature of services provided; specific rates not stated
Minimum fee: $2,500 minimum annual fee
Main office
68 North High Street, Building C
New Albany OH 43054-7101
Advisors at this office
5
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
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
Benjamin D
Series 65
New Albany, OH
Columbus Investment Advisory Inc.
Benjamin Desatnik is a financial advisor at Columbus Investment Advisory Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Dick's Sporting Goods for five years before joining the advisory field. Columbus Investment Advisory, Inc. provides discretionary portfolio management primarily for individuals and families, including high-net-worth clients, trusts, IRAs, and charitable foundations. The firm uses proprietary fundamental research focusing on undervalued stocks and prefers individual short-to-intermediate maturity bonds, emphasizing transparency and defined maturities.
Kris H
Series 65
New Albany, OH
Columbus Investment Advisory Inc.
Kris Herminghuysen is a Series 65-licensed advisor at Columbus Investment Advisory Inc. with eight years at the firm and a total of 15 years of industry experience, including a decade as a self-employed financial professional. Based in New Albany, OH, he is part of a five-advisor team. Columbus Investment Advisory provides discretionary portfolio management services primarily to individuals and families, including high-net-worth clients, trusts, IRAs, and charitable foundations. The firm’s investment approach relies on proprietary fundamental research to identify undervalued stocks and emphasizes individual bonds for fixed-income allocations.
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.
John D
Series 65
New Alany, OH
Columbus Investment Advisory Inc.
John Dosen is a financial advisor at Columbus Investment Advisory Inc. with four years of industry experience. He holds a Series 65 designation and previously worked at PriceWaterhouseCoopers. Outside of finance, he has experience working in education and landscaping. Columbus Investment Advisory, Inc. provides discretionary portfolio management for individuals and families, including high-net-worth clients, trusts, IRAs, and charitable foundations. The firm employs fundamental research for investment decisions, focusing on stocks trading at significant discounts to target prices and emphasizes transparency and risk controls in portfolio construction.
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.
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