# COLUMBIA RIVER FINANCIAL GROUP, LLC

COLUMBIA RIVER FINANCIAL GROUP, LLC of VANCOUVER, WA is an SEC-registered investment adviser.

## Registration

- CRD: 288539
- Type: SEC-registered investment adviser
- SEC file number: 801-120016
- Location: 16701 SE MCGILLIVRAY BLVD.,, #250, VANCOUVER, WA, 98683
- Phone: 3603353350
- Latest filing: 2026-03-17
- Regulatory AUM: $194.8M
- Discretionary AUM: $181.4M
- Non-discretionary AUM: $13.4M
- Clients: 4
- Accounts: 731

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Chad Mitchell Peterson | MEMBER | — |
| Michael Ray Baltzell | CHIEF COMPLIANCE OFFICER | — |
| PETERSON CHAD MITCHELL | MEMBER | — |
| BALTZELL MICHAEL RAY | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288539/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288539/similar
- Related entities: https://search.stillhousedata.com/firm/288539/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288539

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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.