Daniel Bennett
Financial advisor at Columbia Advisory Partners LLC
Last updated 2026-10-10
Claim your profileDaniel Bennett is a financial advisor at Columbia Advisory Partners LLC, CRD 6386277. Licenses and exams on the registration: Series 66, Series 63. IAPD registration began 2017-05-12.
Registration
- CRD number
- 6386277
- Registration status
- Active
- IAPD registration
- 2017-05-12
- Industry Experience
- 9 years
- Work Experience
- 10 years
- States registered
- AZ
Licenses and exams
- Series 66
- Series 63
Work history
- 2016-10 to 2017-07 · Charles Schwab & Co., Inc. · Phoenix, AZ
- 2017-07 to 2017-10 · Unemployed · Scottsdale, AZ
- 2017-10 to 2018-02 · Aerotek · Phoenix, AZ
- 2018-02 to 2022-05 · Assetmark Financial, Inc · Phoenix, AZ
- 2018-02 to 2022-05 · Assetmark Brokerage, LLC · Phoenix, AZ
- 2022-05 to 2024-10 · Ashton Thomas Private Wealth, LLC · Scottsdale, AZ
- 2024-10 to Present · Columbia Advisory Partners LLC · Chandler, AZ
- 2026-06 to Present · Columbia Private Markets, LLC · Chandler, AZ
Current employment
- Columbia Advisory Partners, LLC · Spokane, WA
Columbia Advisory Partners LLC
- Regulatory AUM
- $312,630,000
- Registered advisors
- 18
- Offices
- 6
- Clients per advisor
- 35.1 (Low)
- Average AUM per client
- $495.5K (Low)
- High-net-worth client ratio
- 29.3% (Moderate)
Columbia Advisory Partners LLC: advisors, services and reported ETF investments
About
Daniel Bennett is a financial advisor at Columbia Advisory Partners, LLC. Reported securities licenses include Series 66 and Series 63. The latest record indicates 9 years of industry experience and 10 years of reported work history.
Columbia Advisory Partners LLC's firm-level Form ADV reports 18 advisors across 6 offices; approximately 35.1 clients per advisor, average assets per client of $495,452, and regulatory AUM of $312.6M; client categories including Individuals (non-HNW), High net worth individuals, and Pooled investment vehicles; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, and Portfolio Management: Pooled Investment Vehicles.
PortfolioFuture's firm-level 13F analysis covers $160.3M across 79 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Daniel Bennett personally.
Reported ETF positions
Columbia Advisory Partners reports 79 ETF positions worth $160.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| QGRW — WisdomTree U.S. Quality Growth Fund | $28.8M |
| DGRW — WisdomTree U.S. Quality Dividend Growth Fund | $22M |
| JVAL — JPMorgan U.S. Value Factor ETF | $9.7M |
| BUFB — Innovator Laddered Allocation Buffer ETF | $7.4M |
| WTV — WisdomTree U.S. Value Fund | $6.8M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Columbia Advisory Partners's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $273.5K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $723.4K | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | JMBS — Janus Henderson Mortgage-Backed Securities ETF | $2.6M | Top 97.7% | Residual alpha +0.23% · Residual Sharpe 0.04 |
| Diversification Benefits | QYLD — Global X NASDAQ 100 Covered Call ETF | $225.9K | Top 94.7% | Replicability (R²) 66.3% · Residual Sharpe 0.07 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Columbia Advisory Partners LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Accountant or Accounting Firm
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Accountant or Accounting Firm
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Contact
The firm's filed contact details.
- Phone: 509-822-3850
- Website: capnorthwest.com
Official record
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