Columbia Ridge Capital Management

Columbia Ridge Capital Management (CRD# 104932) is a financial advisory firm headquartered in Johnson City, NY. They manage $141,600,000 in 602 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    142
    MILLION
  • Total Number of Accounts
    602
    ACCOUNTS
  • Average Account Value
    $235,216
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

FL, NC, NY, PA, TX

Financial Advisors at Columbia Ridge Capital Management
Showing 1 - 2 of 2 top financial advisors.
1
Kathleen O. Bartlow
CRD#: 1206217
520 Columbia Drive, Suite 103, Johnson City, NY 13790
96
Wealthminder
score

Kathleen Bartlow (CRD# 1206217) is an Investment Advisor Representative working at Columbia Ridge Capital Management in Johnson City, NY and has over 31 years of experience in the finance industry. Kathleen Bartlow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kenneth D. Rosplock
CRD#: 1123339
8506 Six Forks Road, Suite 203, Raleigh, NC 27615
96
Wealthminder
score

Kenneth Rosplock (CRD# 1123339) is an Investment Advisor Representative working at Columbia Ridge Capital Management in Raleigh, NC and has over 30 years of experience in the finance industry. Kenneth Rosplock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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