City list
This list covers four family offices based in Columbus, with three single-family offices and one multi-family office. Their stated interests span venture capital, renewable energy, technology, engineering, solar and wind energy, green energy, and alternative investments. Two offices disclose AUM. The database also identifies eleven nearby offices to help broaden a search when a Columbus-only scope is too narrow. The profiles can help founders and business owners assess whether an office's investment interests fit a funding conversation, and help fund managers, investors, and advisors map relevant local capital. Treat focus areas as a starting point for research, then confirm mandate, stage, geography, and appetite directly before outreach. The list gives a compact view of the local market, while the nearby firms offer a way to explore a wider regional set.
Coverage here is limited, and the team can help scope a wider search.
Reach out and our team will help you build out this list and your relationships in the industry. Tell us the region, office type and focus you care about, and we will take it from there.
Public firm-level fields only. Contact details are withheld. Order follows disclosed assets under management where available, then profile depth. It is not a ranking.
Covarrubia & Company is a single family office and business advisory serving small to middle market companies. Its advisory work includes helping companies address growth goals and capital needs.
The Jeffrey Company and Jeffrey Management Co. form a privately held investment firm and family office owned by descendants of the Jeffrey family. The family’s wealth originated in coal mining machinery manufacturing, and the operating assets were sold to Dresser Industries.
TJFO is a single-family office based in Ohio. It oversees accounting operations and monitors the performance of invested assets.
Capital Asset Management is a multi-family office serving families and individuals with wealth planning and investment advice. Its services include organizing assets and helping clients identify financial goals and investment choices.
More family offices from nearby areas.
Orchard Holdings Group is a private investment firm that invests family capital in businesses with potential for long-term value creation. It partners with management teams to build businesses over time.
Key Family Wealth is the multi-family office division of Key Private Bank, providing wealth planning and investment services to families. Its offerings include investment, tax, philanthropic, credit and estate planning, as well as enterprise consulting, legacy planning, education, foundation and accounting services.
Trust Company Family Offices is a multi-family office serving families, businesses, and nonprofit organizations. It provides fiduciary services, trust administration, investment management, and coordinated advisory support.
Paragon Advisors is a multi-family office that manages family wealth. Its services include organizing financial matters, reviewing assets and developing wealth and tax strategies.
CM Wealth Advisors is a multi-family office serving client families, charitable foundations, and endowments. It began as a single-family office and later expanded to serve multiple clients.
Fairway Wealth Management provides family office services alongside wealth management. Its stated service areas include financial planning and trusts and trustees.
Kirtland Hills Capital Management provides investment research, portfolio management, and data consulting for family offices and high-net-worth families. It builds customized public equity portfolios using quantitative tools and qualitative analysis.
The Loring Group is a single-family office with a history of investing in real estate and managing properties. It also supports and invests in a range of actively managed investments.
Oberlin Wealth Partners is an independent registered investment adviser and multi-family office. It provides management services to wealthy families based on their individual goals.
Harvest Financial Advisors is an independent multi-family office that advises families and individuals on wealth growth, protection and transition. It also helps families establish goals for current and future generations.
Milstein Asset Management is a single-family office focused on opportunistic, value-oriented investments across capital markets. Its stated areas include public and private equity, portfolio management, and mergers and acquisitions.
Coverage here is limited, and the team can help scope a wider search.
Reach out and our team will help you build out this list and your relationships in the industry. Tell us the region, office type and focus you care about, and we will take it from there.
340 events hosted since 2007, from summits to small workshops.
It covers four family offices identified in Columbus, plus eleven nearby offices for broader regional research. The Columbus profiles include three single-family offices and one multi-family office. The page also summarizes investment focus areas and notes how many offices disclose AUM.
The listed interests include venture capital, renewable energy, technology, engineering, solar energy, wind energy, green energy, and alternative investments. These are profile-level signals, not a guarantee that an office is actively seeking opportunities in every area. Confirm fit and mandate with each office.
Start with a concise explanation of your business, capital needs, and why the office's stated focus may fit. Make the ask specific, share relevant operating or fund materials, and be clear about stage and geography. Verify the investment mandate and preferred outreach route before sending a full proposal.
The full list adds contact data, decision makers, and check size fields to support more targeted research and outreach. It can help you identify who may be relevant and prepare a better-informed approach. It does not include a promise of introductions, funding, or any particular result.
No. The listed count is four offices in Columbus, while eleven nearby offices are shown as additional regional coverage. Keeping those figures separate makes it easier to distinguish a city-specific search from a wider geographic prospecting effort.
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