# COLUMBUS INVESTMENT ADVISORY INC.

COLUMBUS INVESTMENT ADVISORY INC. of NEW ALBANY, OH is an SEC-registered investment adviser.

## Registration

- CRD: 104595
- Type: SEC-registered investment adviser
- SEC file number: 801-51052
- Location: 68 NORTH HIGH STREET, BUILDING C, NEW ALBANY, OH, 43054-7101
- Phone: 614-882-1418
- Latest filing: 2026-03-27
- Regulatory AUM: $453.7M
- Discretionary AUM: $451.7M
- Non-discretionary AUM: $2.0M
- Clients: 9
- Accounts: 307

## Business model

- Compensation: % of AUM, Hourly
- Clients served: High net worth, Other

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Debra Ann Schlater | SECRETARY/TREASURER | — |
| John Lee Schlater | PRESIDENT; PRESIDENT AND CCO | — |
| H Carl Juckett | CEO AND CCO | — |
| SCHLATER DEBRA ANN | SECRETARY/TREASURER | — |
| SCHLATER JOHN LEE | PRESIDENT; PRESIDENT AND CCO | — |
| SIEGEL FRANK WILLIAM | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER (+1 more) | — |
| JUCKETT H CARL | CCO AND COO; CEO AND CCO | — |
| Kris Adnan Herminghuysen | COO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104595/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104595/similar
- Related entities: https://search.stillhousedata.com/firm/104595/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104595

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.