Adviser Profile
| As of Date | 03/20/2026 |
| Registration | SEC, Approved, 04/14/2025 |
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| Former registrations | |
| ADV Location | BEND, OR, United States |
| Contact Info | 541 xxxxxxx |
| Websites |
| AUM* | 150,876,230 25% |
| of that, discretionary | 150,271,230 26% |
| Number of Employees | 5 150% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 249,382 -3% |
| % High Net Worth | 12.94% 33% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
150M
129M
107M
86M
64M
43M
21M
2025
2026
Private Funds
No private funds