Column Capital

Finance · Indiana, United States · 11-50 Employees

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Overview

Headquarters

3815 River Crossing Pkwy Ste 340, Indian...

Phone Number

(317) 663-6500

Revenue

$5.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Column Capital

Column Capital is a fee-only wealth management firm that provides financial and tax advice to high net worth individuals and families. The company's senior Directors formerly led the Investment and Financial Planning practices in Ernst & Young's Indianapolis and Chicago offices. In 2005, due to Sarbanes-Oxley and regulatory changes, the company transitioned a mature business of advisors and clients to form Column Capital. Column Capital serves approximately 250 clients and has over $650 million of assets under management (AUM). Column Capital Advisors is an SEC Registered Investment Advisor (RIA) firm that provides Investment Management and Financial Planning services. Column Family Office is a licensed accounting firm that provides tax preparation and representation services.Explore more
Column Capital's Social MediaPopular SearchesColumn CapitalColumn Capital Advisors LLCColumn Capital LLCColumn Capital Group LtdColumn Capital GroupSIC Code 62,628NAICS Code 52,523Show more

Column Capital Org Chart

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JM
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Vice President, Investments

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RT
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Certified Financial Cpa Planner & Director, F...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Column Capital

$5.1M
11-50
Private
<$5M
2005
JM
Jill MastinVice President, Investments
<$5M
1-10
Private
-
2012
Paul Holjes, Manager, Wealth & Founder at Peak Mountain Advisors
Paul HoljesManager, Wealth & Founder
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
SB
Shelby BuckAdministrative Assistant, Marketing
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2009
CD
Christian D'UrsoFounder & Chief Investment Officer
<$5M
1-10
Private
-
2009
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Column Capital is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Column Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Column Capital.

Column Capital financials insights

Gather financial insights about Column Capital, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Column Capital Tech Stack

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Most Recent Scoops

Award
Facilities Relocation / Expansion
Column Capital is planning to move its offices in January 2022. The move will impact approximately 10 employees at their existing office located at 3815 River Crossing Parkway , Suite #340, Indianapolis, IN.
Facilities Relocation/Expansion
Funding
Column Capital has received an SBA PPP loan for $150,000-350,000 from Old National Bank, supporting the retention of 20 jobs.
Funding
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Frequently Asked Questions Regarding Column Capital

What is Column Capital's official website?
Column Capital's official website is www.columncapital.com
What is Column Capital's Revenue?
Column Capital's revenue is $5.1 Million
What is Column Capital's SIC code?
Column Capital's SIC: 62,628
What is Column Capital's NAICS code?
Column Capital's NAICS: 52,523
How many employees does Column Capital have?
Column Capital has 11-50 employees
What industry does Column Capital belong to?
Column Capital is in the industry of: Finance, Securities Trading
What is Column Capital competition?
Column Capital top competitors include: Peak Mountain Advisors, Tradewinds Wealth Management, SAGE Consulting & Wealth Management, Chieco Capital Management
What technology does Column Capital use?
Some of the popular technologies that Column Capital uses are: GoDaddy DNS, Amazon Web Hosting, Microsoft Hosting
How do I contact Column Capital?
Column Capital contact info: Phone number: (317) 663-6500 Website: www.columncapital.com
What does Column Capital do?

Column Capital is a fee-only wealth management firm that provides financial and tax advice to high net worth individuals and families. The company's senior Directors formerly led the Investment and Financial Planning practices in Ernst & Young's Indianapolis and Chicago offices. In 2005, due to Sarbanes-Oxley and regulatory changes, the company tra... nsitioned a mature business of advisors and clients to form Column Capital. Column Capital serves approximately 250 clients and has over $650 million of assets under management (AUM). Column Capital Advisors is an SEC Registered Investment Advisor (RIA) firm that provides Investment Management and Financial Planning services. Column Family Office is a licensed accounting firm that provides tax preparation and representation services.Read More

What are Column Capital social media links?
Column Capital Linkedin page Column Capital Facebook page
Is Column Capital a public company?
Column Capital is private company therefore does not currently have an official ticker symbol
See more information about Column Capital

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