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).
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Total Assets Under Management1,259MILLION
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Total Number of Accounts1,634ACCOUNTS
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Average Account Value$770,520
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, DE, FL, GA, IL, IN, NC, OH, SC, TX, WI
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.
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.
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.
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.
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.
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.