Columbia Capital Management, LLC

Columbia Capital Management, LLC (CRD# 112773) is a financial advisory firm headquartered in Overland Park, KS. They manage $379,000,009 in 12 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    379
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $31,583,334
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, KS, MO

Financial Advisors at Columbia Capital Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Dennis W. Lloyd
CRD#: 1812374
6330 Lamar Avenue, Suite 200, Overland Park, KS 66202
93
Wealthminder
score

Dennis Lloyd (CRD# 1812374) is an Investment Advisor Representative working at Columbia Capital Management, LLC in Overland Park, KS and has over 20 years of experience in the finance industry.

2
Courtney C. Shea
CRD#: 1418109
150 N Michigan Avenue, Suite 800, Chicago, IL 60601
93
Wealthminder
score

Courtney Shea (CRD# 1418109) is an Investment Advisor Representative working at Columbia Capital Management, LLC in Chicago, IL and has over 32 years of experience in the finance industry.

3
Kevin B. Wickliffe
CRD#: 4525329
6330 Lamar, Avenue, Suite 200, Overland Park, KS 66202
93
Wealthminder
score

Kevin Wickliffe (CRD# 4525329) is an Investment Advisor Representative working at Columbia Capital Management, LLC in Overland Park, KS and has over 15 years of experience in the finance industry.

4
Adam T. Pope
CRD#: 6471019
6330 Lamar Avenue, Suite 200, Overland Park, KS 66202
88
Wealthminder
score

Adam Pope (CRD# 6471019) is an Investment Advisor Representative working at Columbia Capital Management, LLC in Overland Park, KS and has over 2 years of experience in the finance industry.

5
Jeff T. White
CRD#: 6164883
6330 Lamar Avenue, Suite 200, Overland Park, KS 66202
88
Wealthminder
score

Jeff White (CRD# 6164883) is an Investment Advisor Representative working at Columbia Capital Management, LLC in Overland Park, KS and has over 3 years of experience in the finance industry.

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