| Total AUM | $2.20B |
| Discretionary | $1.91B87% of AUM |
| Non-Discretionary | $290.0M |
| Client Accounts | 6,799 |
| Avg Account Size | $324K |
| Employees | 26 |
| Peak AUM | $2.20BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.2B | +17.5% | +19.9% | +15.9% | |
| Discretionary AUM | |||||
| Total AUM | $2.20B |
| Discretionary | $1.91B |
| Employees | 26 |
| Client Accounts | 6799 |
| Client Range | 51-100 |
Address
2409 PACIFIC AVE SE
OLYMPIA WA 98501
Phone
360-350-4747
Filing History
57 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.9B
86.8% of AUM
Non-Discretionary
$290M
13.2% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
Custody
Total AUM
$2.2B
| $1.9B |
| +18.1% |
| +20.4% |
| +17.0% |
| Non-Disc. AUM | $290M | +13.8% | +16.7% | +10.2% |
| Total Accounts | 7k | +8.9% | +7.7% | +7.0% |
| Avg Account Size | $323,609.364 | +7.9% | +11.3% | +8.3% |
| Employees | 26 | 0.0% | +5.7% | +8.6% |
| AUM / Employee | $85M | +17.5% | +13.4% | +6.8% |
Client AUM Segments | |||||
| Wealth AUM | $1.7B | +5.5% | +19.2% | +16.8% | |
| Institutional AUM | $460M | +105.9% | +22.7% | +13.0% | |
Client Count Segments | |||||
| HNW Clients | 2k | +23.2% | 3.7% | +4.1% | |
| Institutional | 133 | +29.1% | +4.1% | +4.3% | |
| Individuals | 618 | +60.1% | +34.3% | +25.0% | |