| As of Date | 03/17/2026 |
| Registration | SEC, Approved, 05/23/2006 |
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| ADV Location | YAKIMA, WA, United States |
| Contact Info | 509 xxxxxxx |
| Websites |
| AUM* | 313,981,362 61% |
| of that, discretionary | 313,981,362 61% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 6,279,627 187% |
| % High Net Worth | 25.45% -17% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Charitable organizations
- State or municipal government entities
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker29357K103 | Stock NameEnova International | $ Position$26,577 | % Position8.00% | $ Change73.00% | # Change-2.00% |
| Stck Ticker23204G100 | Stock NameCustomers Bancorp | $ Position$20,264 | % Position6.00% | $ Change12.00% | # Change-2.00% |
| Stck Ticker946760105 | Stock NameClimb Global Solutions | $ Position$15,948 | % Position5.00% | $ Change50.00% | # Change28.00% |
| Stck Ticker268603107 | Stock NameEl Pollo Loco Holdings | $ Position$17,535 | % Position5.00% | $ Change20.00% | # Change-2.00% |
| Stck Ticker628464109 | Stock NameMyers Industries | $ Position$16,321 | % Position5.00% | $ Change64.00% | # Change-2.00% |
| Stck Ticker651718504 | Stock NameNPK International | $ Position$13,060 | % Position4.00% | $ Change8.00% | # Change-2.00% |
| Stck Ticker75902K106 | Stock NameRegional Management | $ Position$13,112 | % Position4.00% | $ Change27.00% | # Change-1.00% |
| Stck Ticker910710102 | Stock NameAmerican Coastal Insurance | $ Position$13,929 | % Position4.00% | $ Change-3.00% | # Change-1.00% |
| Stck Ticker05366Y201 | Stock NameAviat Networks | $ Position$15,017 | % Position4.00% | $ Change-3.00% | # Change-1.00% |
| Stck Ticker068463108 | Stock NameBarrett Business Services | $ Position$11,345 | % Position3.00% | $ Change47.00% | # Change21.00% |