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Kimberly Patricia Smith

Columbia Advisory Partners, LLC

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About Kimberly Patricia Smith

Kimberly Patricia Smith is a registered Investment Advisor Representative with Columbia Advisory Partners, LLC. Kimberly has been in the industry since December 2019 and has held this position since then. Kimberly is a Series 65 (Uniform Investment Adviser Law Examination) license holder. Kimberly is also a Series 99TO (Operations Professional Examination), Series 27 (Financial and Operations Principal Examination) and SIE (Securities Industry Essentials Examination) license holder. Kimberly is also a minority owner of CAP Northwest, LLC, a financial planning and investment advisory company. Kimberly is the Chief Financial Officer of Steward Alts, LLC, a private placement manager for private funds.

Firm Information

Kimberly Smith is currently registered with Columbia Advisory Partners, LLC. Columbia Advisory Partners, LLC is an investment advisor headquartered in Spokane, WA. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and has approximately $240.25 million in regulatory assets under management. The firm serves individuals, high-net-worth individuals, and pooled investment vehicles.
Columbia Advisory Partners, LLC

3918 N POST ST

SPOKANE, WA 99205

$240.25M

Assets Under Management

2

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kimberly Smith’s Registration & Firm History

WA

12/02/2019 - Present

Columbia Advisory Partners, LLC (SPOKANE WA)

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Licenses & Designations

IA

Issued 12/01/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/03/2024

Series 27 - Financial and Operations Principal Examination

BC

Issued 09/04/2024

Series 99TO - Operations Professional Examination

BC

Issued 04/24/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly Patricia Smith.
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