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 Sarbanes-Oxley and regulatory changes, we transitioned a mature business of advisors and clients to form Column Capital.
  • Column Capital serves over 330 clients and manages approximately $1.1 billion of client assets as of 12/31/2020.
  • 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 tax representation services.