Adviser Profile
| As of Date | 02/04/2026 |
| Registration | SEC, Approved, 11/21/2024 |
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| Former registrations | |
| ADV Location | BEND, OR, United States |
| Contact Info | 541 xxxxxxx |
| Websites |
| AUM* | 157,517,828 28% |
| of that, discretionary | 152,454,434 28% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 185,315 14% |
| % High Net Worth | 19.52% 3% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
152M
131M
109M
87M
65M
44M
22M
2024
2025
2026
Private Funds
No private funds