Investment adviser · CRD 171616

COLUMBIA ADVISORY PARTNERS, LLC

Investment adviser filing (IA)

SPOKANE, WA, United States · Form ADV filed Aug 21, 2026

Regulatory AUM
$313M
Form ADV · Item 5.F
Client accounts
1,822
Accounts, not individual clients
Employees
19
Reported in this filing
Advisory professionals
11
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals185$183,740,00058.8%
Individuals445$112,890,00036.1%
Pooled investment vehicles1$16,000,0005.1%
Filing source

Form ADV 2127532 · Aug 21, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CAP PRIVATE CREDIT FUND, LPSecuritized Asset Fund · Last reported Aug 21, 2026$16MGross asset value

Form D fundraising filings

CAP Private Credit Fund, LP

Fund administrator FORMIDIUM CORP DOWNERS GROVE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MICHAEL COGLIANESE CPA, P.C. BLOOMINGDALE, Illinois, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

MICHAEL COGLIANESE CPA, P.C.
PCAOB 3874

Fund details & source
Fund ID
805-3028229695
Reported beneficial owners
83
Minimum commitment
$50K
Form D file number
021-490215

Form ADV 2127532 · Aug 21, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SOUND CAP INCOME FUND LLCSecuritized Asset Fund · Last reported Aug 21, 2026$0Gross asset value
Fund administrator FORMIDIUM CORP DOWNERS GROVE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor GEORGE DIMOV CPA MERRICK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

GEORGE DIMOV CPA
PCAOB 6648

Fund details & source
Fund ID
805-5209153344
Reported beneficial owners
0
Minimum commitment
$100K
Form D file number
021-8887

Form ADV 2127532 · Aug 21, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 21, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

6501 N CEDAR ROAD, BUILDING 4, SUITE C
SPOKANE, WA, 99208, United States

CRD 171616

Filing source

Form ADV 2127532 · Aug 21, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.