Column Capital Advisors, LLC

Column Capital Advisors, LLC (CRD# 135118) is a financial advisory firm headquartered in Indianapolis, IN. They manage $1,259,029,913 in 1,634 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,259
    MILLION
  • Total Number of Accounts
    1,634
    ACCOUNTS
  • Average Account Value
    $770,520
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
The map below shows states where this firm has explicit registration only.

AZ, CA, DE, FL, GA, IL, IN, NC, OH, SC, TX, WI

Financial Advisors at Column Capital Advisors, LLC
Showing 11 - 16 of 16 top financial advisors.
11
Brian Upchurch
CRD#: 3070409
Estero, FL

Brian Upchurch (CRD# 3070409) is an Investment Advisor Representative working at Column Capital Advisors, LLC in Estero, FL and has over 25 years of experience in the finance industry.

12
Jeffrey J. Yu
CRD#: 4598825
9100 Keystone Crossing, Suite 700, Indianapolis, IN 46240

Jeffrey Yu (CRD# 4598825) is an Investment Advisor Representative working at Column Capital Advisors, LLC in Indianapolis, IN and has over 21 years of experience in the finance industry.

13
Mariah L. Day
CRD#: 7351152
9100 Keystone Crossing, Suite 700, Indianapolis, IN 46240

Mariah Day (CRD# 7351152) is an Investment Advisor Representative working at Column Capital Advisors, LLC in Indianapolis, IN and has over 2 years of experience in the finance industry.

14
Ryan T. Konop
CRD#: 7066021
9100 Keystone Crossing, Suite 700, Indianapolis, IN 46240

Ryan Konop (CRD# 7066021) 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.

15
Kristin E. Moistner
CRD#: 4839222
9100 Keystone Crossing, Suite 700, Indianapolis, IN 46240

Kristin Moistner (CRD# 4839222) is an Investment Advisor Representative working at Column Capital Advisors, LLC in Indianapolis, IN and has 1 year of experience in the finance industry.

16
Bradley Yu
CRD#: 7302668
9100 Keystone Crossing, Suite 700, Indianapolis, IN 46240

Bradley Yu (CRD# 7302668) 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.

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