COLUMBIA RIVER ADVISORS, LLC
Legal name: COLUMBIA RIVER ADVISORS
CRD #154571 SEC #801-71970 TACOMA, WA (253) 589-1401
SEC Registered Private Funds
Total AUM
$189.6M
Discretionary
$181.5M
Employees
6
Clients
26
Accounts
693
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $189.6M | $181.5M | $8.1M | 6 | 0 |
| Aug 2024 | $471.9M | $461.6M | $10.2M | 6 | 0 |
| Mar 2024 | $471.9M | $461.6M | $10.2M | 7 | 0 |
| Oct 2023 | $426M | $416.6M | $9.4M | 7 | 0 |
| Mar 2023 | $426M | $416.6M | $9.4M | 7 | 0 |
| Jan 2022 | $496M | $483.1M | $12.9M | 7 | 0 |
| Mar 2021 | $442M | $425.7M | $16.3M | 7 | 0 |
| Jun 2020 | $365.3M | $349.3M | $15.9M | 7 | 376 |
| Mar 2020 | $365.3M | $349.3M | $15.9M | 7 | 376 |
| Mar 2019 | $325.5M | $311.4M | $14M | 7 | 406 |
| Jul 2018 | $342.3M | $314.7M | $27.6M | 7 | 404 |
| Mar 2018 | $330.7M | $299.1M | $31.6M | 7 | 404 |
| Oct 2017 | $372.7M | $354.7M | $18.1M | 9 | 0 |
| Aug 2017 | $372.7M | $354.7M | $18.1M | 11 | 1,500 |
| Jul 2017 | $372.7M | $354.7M | $18.1M | 15 | 1,500 |
| Mar 2017 | $372.7M | $354.7M | $18.1M | 19 | 1,337 |
| Dec 2016 | $377.7M | $373.4M | $4.3M | 18 | 850 |
| Jul 2016 | $377.7M | $373.4M | $4.3M | 18 | 850 |
| Apr 2016 | $377.7M | $373.4M | $4.3M | 16 | 850 |
| Mar 2016 | $377.7M | $373.4M | $4.3M | 16 | 850 |
| Jan 2016 | $377.7M | $373.4M | $4.3M | 16 | 850 |
| Jun 2015 | $159M | $143.1M | $15.9M | 11 | 760 |
| May 2015 | $159M | $143.1M | $15.9M | 11 | 760 |
| Apr 2015 | $159M | $143.1M | $15.9M | 11 | 760 |
| Apr 2015 | $159M | $143.1M | $15.9M | 11 | 760 |
| Mar 2015 | $159M | $143.1M | $15.9M | 11 | 760 |
| Nov 2014 | $146.6M | $75.9M | $70.7M | 10 | 760 |
| Oct 2014 | $146.6M | $75.9M | $70.7M | 10 | 760 |
| Apr 2014 | $124.9M | $110M | $14.9M | 10 | 760 |
| Mar 2014 | $124.9M | $110M | $14.9M | 10 | 760 |
| Oct 2013 | $150M | $110M | $40M | 10 | 760 |
| Apr 2013 | $107M | $107M | $0 | 8 | 760 |
| Apr 2013 | $107M | $107M | $0 | 8 | 760 |
| Sep 2012 | $105M | $105M | $0 | 1 | 26 |
| Aug 2012 | $105M | $105M | $0 | 1 | 26 |
| Jun 2012 | $105M | $105M | $0 | 1 | 26 |
| Mar 2012 | $45M | $45M | $0 | 1 | 26 |
| Dec 2011 | $45M | $45M | $0 | 1 | 101 |
| Nov 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$189.6M
Discretionary$181.5M
Non-Disc.$8.1M
Employees6
Clients0
DateAug 2024
Total AUM$471.9M
Discretionary$461.6M
Non-Disc.$10.2M
Employees6
Clients0
DateMar 2024
Total AUM$471.9M
Discretionary$461.6M
Non-Disc.$10.2M
Employees7
Clients0
DateOct 2023
Total AUM$426M
Discretionary$416.6M
Non-Disc.$9.4M
Employees7
Clients0
DateMar 2023
Total AUM$426M
Discretionary$416.6M
Non-Disc.$9.4M
Employees7
Clients0
DateJan 2022
Total AUM$496M
Discretionary$483.1M
Non-Disc.$12.9M
Employees7
Clients0
DateMar 2021
Total AUM$442M
Discretionary$425.7M
Non-Disc.$16.3M
Employees7
Clients0
DateJun 2020
Total AUM$365.3M
Discretionary$349.3M
Non-Disc.$15.9M
Employees7
Clients376
DateMar 2020
Total AUM$365.3M
Discretionary$349.3M
Non-Disc.$15.9M
Employees7
Clients376
DateMar 2019
Total AUM$325.5M
Discretionary$311.4M
Non-Disc.$14M
Employees7
Clients406
DateJul 2018
Total AUM$342.3M
Discretionary$314.7M
Non-Disc.$27.6M
Employees7
Clients404
DateMar 2018
Total AUM$330.7M
Discretionary$299.1M
Non-Disc.$31.6M
Employees7
Clients404
DateOct 2017
Total AUM$372.7M
Discretionary$354.7M
Non-Disc.$18.1M
Employees9
Clients0
DateAug 2017
Total AUM$372.7M
Discretionary$354.7M
Non-Disc.$18.1M
Employees11
Clients1,500
DateJul 2017
Total AUM$372.7M
Discretionary$354.7M
Non-Disc.$18.1M
Employees15
Clients1,500
DateMar 2017
Total AUM$372.7M
Discretionary$354.7M
Non-Disc.$18.1M
Employees19
Clients1,337
DateDec 2016
Total AUM$377.7M
Discretionary$373.4M
Non-Disc.$4.3M
Employees18
Clients850
DateJul 2016
Total AUM$377.7M
Discretionary$373.4M
Non-Disc.$4.3M
Employees18
Clients850
DateApr 2016
Total AUM$377.7M
Discretionary$373.4M
Non-Disc.$4.3M
Employees16
Clients850
DateMar 2016
Total AUM$377.7M
Discretionary$373.4M
Non-Disc.$4.3M
Employees16
Clients850
DateJan 2016
Total AUM$377.7M
Discretionary$373.4M
Non-Disc.$4.3M
Employees16
Clients850
DateJun 2015
Total AUM$159M
Discretionary$143.1M
Non-Disc.$15.9M
Employees11
Clients760
DateMay 2015
Total AUM$159M
Discretionary$143.1M
Non-Disc.$15.9M
Employees11
Clients760
DateApr 2015
Total AUM$159M
Discretionary$143.1M
Non-Disc.$15.9M
Employees11
Clients760
DateApr 2015
Total AUM$159M
Discretionary$143.1M
Non-Disc.$15.9M
Employees11
Clients760
DateMar 2015
Total AUM$159M
Discretionary$143.1M
Non-Disc.$15.9M
Employees11
Clients760
DateNov 2014
Total AUM$146.6M
Discretionary$75.9M
Non-Disc.$70.7M
Employees10
Clients760
DateOct 2014
Total AUM$146.6M
Discretionary$75.9M
Non-Disc.$70.7M
Employees10
Clients760
DateApr 2014
Total AUM$124.9M
Discretionary$110M
Non-Disc.$14.9M
Employees10
Clients760
DateMar 2014
Total AUM$124.9M
Discretionary$110M
Non-Disc.$14.9M
Employees10
Clients760
DateOct 2013
Total AUM$150M
Discretionary$110M
Non-Disc.$40M
Employees10
Clients760
DateApr 2013
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees8
Clients760
DateApr 2013
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees8
Clients760
DateSep 2012
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees1
Clients26
DateAug 2012
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees1
Clients26
DateJun 2012
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees1
Clients26
DateDec 2011
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees1
Clients101
DateNov 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--