| Total AUM | $411.3M |
| Discretionary | $397.4M97% of AUM |
| Non-Discretionary | $13.9M |
| Client Accounts | 60 |
| Avg Account Size | $6.9M |
| Employees | 6 |
| Peak AUM | $411.3MFeb 2026 |
Total AUM
$411M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $411M | +5.6% | +25.8% | +13.1% | |
| Discretionary AUM | |||||
| Total AUM | $411.3M |
| Discretionary | $397.4M |
| Employees | 6 |
| Client Accounts | 60 |
| Client Range | 0 |
Address
3903 S KELLY AVE
PORTLAND OR 97239
Phone
971-339-5701
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$397M
96.6% of AUM
Non-Discretionary
$14M
3.4% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
| $397M |
| +5.5% |
| +26.5% |
| +48.8% |
| Non-Disc. AUM | $14M | +8.7% | +10.7% | 38.7% |
| Total Accounts | 60 | +3.4% | +7.7% | +31.3% |
| Avg Account Size | $7M | +2.1% | +16.8% | 13.9% |
| Employees | 6 | 0.0% | 0.0% | +8.3% |
| AUM / Employee | $69M | +5.6% | +25.8% | +4.5% |
Client AUM Segments | |||||
| Institutional AUM | $411M | +5.6% | +25.8% | +13.1% | |
Client Count Segments | |||||
| Institutional | 58 | 0.0% | +10.5% | +30.5% | |