Columbia Asset Management, L.L.C.

Overview

Columbia Asset Management, L.L.C. is an SEC registered investment adviser based in Ann Arbor, MI, registered since 2003. It reports $1.2B in assets under management across 1,295 accounts, with 7 employees. It has 5 investment adviser representatives.

Reported AUM

$1.2B

Discretionary

92%

Accounts

1,295

Average account

$927K

Employees

7

Advisory reps

5

Registered since

2003

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Brian Humphrey Weisman President CRD 4618000
• Jessica Rose Hoard Chief Compliance Officer CRD 7923991

Advisory reps 3 of 5

• Chris Hoang Luong Investment Adviser Rep CRD 7840269
• Linda Margareta Meadows Investment Adviser Rep CRD 5037884
• Kory Lynn Salagean Investment Adviser Rep CRD 7270975

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

924 N Main St Ste 1
Ann Arbor, MI 48104

County

Washtenaw

Metro area

Ann Arbor, MI

Region

Midwest

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: columbiaasset.com

Every state, with registration dates

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