| Total AUM | $304.8M |
| Discretionary | $283.5M93% of AUM |
| Non-Discretionary | $21.4M |
| Client Accounts | 831 |
| Avg Account Size | $367K |
| Employees | 6 |
| Peak AUM | $304.8MFeb 2026 |
Total AUM
$305M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $305M | +17.1% | — | — | |
| Discretionary AUM | $283M | ||||
| Total AUM | $304.8M |
| Discretionary | $283.5M |
| Employees | 6 |
| Client Accounts | 831 |
| Client Range | 101-250 |
Address
1200 EXECUTIVE PARKWAY
EUGENE OR 97401
Phone
(541) 650-6061
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$283M
93.0% of AUM
Non-Discretionary
$21M
7.0% of AUM
Disc. mix ▼ 1.5pp vs 1 year ago
Custody
No related registrations reported
| — |
| — |
| Non-Disc. AUM | $21M | +50.3% | — | — |
| Total Accounts | 831 | +8.8% | — | — |
| Avg Account Size | $366,813.661 | +7.7% | — | — |
| Employees | 6 | 0.0% | +41.5% | — |
| AUM / Employee | $51M | +17.1% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $282M | +15.0% | — | — | |
| Institutional AUM | $23M | +52.6% | — | — | |
Client Count Segments | |||||
| HNW Clients | 125 | 8.1% | — | — | |
| Individuals | 120 | +90.5% | — | — | |