Columbia Ridge Capital Management, Inc. is a large advisory firm based in Johnson City. It manages $143.3 million of regulatory assets for 585 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, Florida, New York, and 3 other states.
Columbia Ridge Capital Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Columbia Ridge Capital Management, Inc. is $143.3 million. The firm's AUM has grown by 183% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Columbia Ridge Capital Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Columbia Ridge Capital Management is high net worth individuals with 41 clients and $77.2 million of assets under management. Among the 13 most similar advisory firms, Columbia Ridge Capital Management has the 7th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $123.7 million for 199 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Columbia Ridge Capital Management doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Leona Ann Revoir joined the executive team most recently as the Chief Compliance Officer.
The principal office where Columbia Ridge Capital Management, Inc. performs its advisory services is located at 520 Columbia Drive, Johnson City, NY 13790 3330, which is also the mailing address of the firm. An additional office of the firm is in Spanish Fort, AL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 607-584-4141 or by fax 607-584-4149. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at columbiaridgecm.com.