Firm Overview

  • Column Capital is a fee-only wealth management firm that provides investment management, financial planning and tax advice to high net worth individuals and families.
  • Five of our Executive Directors formerly led the Investment and Financial Planning practices in Ernst & Young’s Indianapolis and Chicago offices. In 2005, due to the Sarbanes-Oxley Act and regulatory changes, we transitioned into a mature business of advisors and clients to form Column Capital.
  • Column Capital serves approximately 420 clients and manages over $1.25 billion of client assets as of 12/31/2022.
  • Column Capital Advisors is a 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 tax representation services.