COLUMBIA ADVISORY PARTNERS, LLC
SEC RegisteredClarity on Today, Confidence in Tomorrow.™
About the firm
CAP Northwest is a financial advisory firm established in 2004 by founder Steve Larsen, built on a mission to empower individuals and families with the knowledge and confidence to achieve their financial goals. The firm blends advanced technology with personalized expert guidance to make financial planning transparent, accessible, and tailored to each client's unique needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, investment strategies, tax planning and optimization, wealth protection and risk management, legacy and estate planning, financial benchmarking, and education savings.
Who they serve
Individuals and families managing their careers, supporting their families, and planning for retirement, legacy, and other financial milestones.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 445 | $113M |
| High Net Worth Individuals | 185 | $184M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $16M |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
18 advisors in the directory
Regulatory & compliance
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COLUMBIA ADVISORY PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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