Column Capital Advisors, LLC

Column Capital Advisors, LLC (CRD# 135118) is a financial advisory firm headquartered in Indianapolis, IN. They manage $612,440,079 in 1,004 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    612
    MILLION
  • Total Number of Accounts
    1,004
    ACCOUNTS
  • Average Account Value
    $610,000
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, DE, FL, IL, IN, MO, SC, TX

Financial Advisors at Column Capital Advisors, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Brooke A. Snyder
CRD#: 2372486
3815 River Crossing Parkway, Suite 340, Indianapolis, IN 46240
96
Wealthminder
score

Brooke Snyder (CRD# 2372486) is an Investment Advisor Representative working at Column Capital Advisors, LLC in Indianapolis, IN and has over 23 years of experience in the finance industry.

2
Kevin D. Sweet
CRD#: 2974563
3815 River Crossing Parkway, Suite 340, Indianapolis, IN 46240
96
Wealthminder
score

Kevin Sweet (CRD# 2974563) is an Investment Advisor Representative working at Column Capital Advisors, LLC in Indianapolis, IN and has over 19 years of experience in the finance industry. Kevin Sweet 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.

3
Larry R. Thomas
CRD#: 4799891
3815 River Crossing Parkway, Suite 340, Indianapolis, IN 46240
96
Wealthminder
score

Larry Thomas (CRD# 4799891) is an Investment Advisor Representative working at Column Capital Advisors, LLC in Indianapolis, IN and has over 12 years of experience in the finance industry. Larry Thomas 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.

4
Justin P. Kassanits
CRD#: 5982924
3815 River Crossing Parkway, Suite 340, Indianapolis, IN 46240
93
Wealthminder
score

Justin Kassanits (CRD# 5982924) is an Investment Advisor Representative working at Column Capital Advisors, LLC in Indianapolis, IN and has over 4 years of experience in the finance industry. Justin Kassanits 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.

5
Sylvia J. Pozarnsky
CRD#: 2694014
Chicago, IL
93
Wealthminder
score

Sylvia Pozarnsky (CRD# 2694014) is an Investment Advisor Representative working at Column Capital Advisors, LLC in Chicago, IL and has over 21 years of experience in the finance industry.

6
Erich H. Stout
CRD#: 5829002
3815 River Crossing Parkway, Suite 340, Indianapolis, IN 46240
93
Wealthminder
score

Erich Stout (CRD# 5829002) is an Investment Advisor Representative working at Column Capital Advisors, LLC in Indianapolis, IN and has over 5 years of experience in the finance industry.

7
Brian W. Upchurch
CRD#: 3070409
3815 River Crossing Parkway, Suite 340, Indianapolis, IN 46240
93
Wealthminder
score

Brian Upchurch (CRD# 3070409) is an Investment Advisor Representative working at Column Capital Advisors, LLC in Indianapolis, IN and has over 18 years of experience in the finance industry.

8
Sheri L. Kendall
CRD#: 4538288
3815 River Crossing Parkway, Suite 340, Indianapolis, IN 46240
90
Wealthminder
score

Sheri Kendall (CRD# 4538288) is an Investment Advisor Representative working at Column Capital Advisors, LLC in Indianapolis, IN and has 1 year of experience in the finance industry. Sheri Kendall 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.

9
Dustin M. Thomas
CRD#: 6267131
3815 River Crossing Parkway, Suite 340, Indianapolis, IN 46240
89
Wealthminder
score

Dustin Thomas (CRD# 6267131) is an Investment Advisor Representative working at Column Capital Advisors, LLC in Indianapolis, IN and has over 3 years of experience in the finance industry.

10
Kevin E. Dahlenburg
CRD#: 6368789
3815 River Crossing Parkway, Suite 340, Indianapolis, IN 46240
88
Wealthminder
score

Kevin Dahlenburg (CRD# 6368789) is an Investment Advisor Representative working at Column Capital Advisors, LLC in Indianapolis, IN and has 1 year of experience in the finance industry.

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