Adam T. Pope

COLUMBIA CAPITAL MANAGEMENT

Merriam, KS 66204

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CRD#: 6471019

Professional summary

Adam Timothy Pope is a registered financial advisor currently at COLUMBIA CAPITAL MANAGEMENT, LLC located in Merriam, Kansas and CCM NEW OPPORTUNITIES, LLC located in Merriam, Kansas.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Adam has worked at 2 firms and has passed the Series 65, Series 50 and Series 54 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Timothy Pope's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 27, 2015 - Present

COLUMBIA CAPITAL MANAGEMENT, LLC

Office #1: 6700 Antioch Suite 250, Merriam, KS 66204

RIA

CRD#: 112773

Merriam, KS

Current

May 15, 2019 - Present

CCM NEW OPPORTUNITIES, LLC

Office #1: 6700 Antioch Suite 250, Merriam, KS 66204

RIA

CRD#: 301887

Merriam, KS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COLUMBIA CAPITAL MANAGEMENT, LLC

CRD#: 112773 / SEC#: 801-55499

RIA

Registered Investment Advisory firm - (5/15/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(3/27/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/24/2015

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 50

Date: 2/9/2016

Municipal Advisor Representative Qualification Exam

Principal/Supervisory Exam

Series 54

Date: 7/8/2019

Municipal Advisor Principal Qualification Examination

Current Firm

COLUMBIA CAPITAL MANAGEMENT, LLC

CRD#: 112773 / SEC#: 801-55499

RIA

Registered Investment Advisory firm - (5/15/1998 Approved)

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Contact information

Main Address

6700 Antioch Suite 250, Merriam, KS 66204

Mailing Address

Phone number

(913) 248-8500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

COLUMBIA CAPITAL MANAGEMENT, LLC, INVESTMENT ADVISORY BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts	102
AUM (Assets Under Management)	$ 1,936,145,185

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Adam T. Pope

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Timothy Pope's CRS (Customer Relationship Summary).

Certified licenses

Experience

COLUMBIA CAPITAL MANAGEMENT, LLC

CCM NEW OPPORTUNITIES, LLC

Primary Firm SEC Registration

COLUMBIA CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/24/2015

Series 50

Date: 2/9/2016

Series 54

Date: 7/8/2019

Current Firm

COLUMBIA CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COLUMBIA CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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