AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.3 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 494 | $0.1 |
| Average Individual AUM | $215,590 | |
| HNW | 89 | $0.2 |
| Average HNW AUM | $1,878,333 | |
| Retail Total | 583 | $0.3 |
| Average Retail AUM | $469,422 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.3 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 8% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 84% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 7% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| CHRISTENSEN KING PC | $0.0 | accountancy | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
9 active
| Name | Title |
|---|---|
| MCBRIDE, ROBERT, ARPKE | PRESIDENT |
| BROWN, CARYLE, EILEEN | VICE PRESIDENT |
| GOULD, ROBIN, RENEE | CHIEF COMPLIANCE OFFICER |
| GARCIA, TERESA, ANN | VICE PRESIDENT |
| BRUNSON, SCOTT, MARSH | VICE PRESIDENT |
| CROWTHER, JOSEPH, WILLIAM | VICE PRESIDENT |
| REID, JOSEPH, MICHAEL | VICE PRESIDENT |
| KING, ALEXANDER, R | VICE PRESIDENT |
| ANDLER, MOLLY, J | VICE PRESIDENT |
ADVDB.CO • SOURCE: SEC
9 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| CARYLE BROWN | RICHLAND | WA | S65|2000-01-28 | ||||||
| ROBERT MCBRIDE | RICHLAND | WA | S65|2000-01-28 | ||||||
| MOLLY ANDLER | RICHLAND | WA | S65|2018-12-15 | ||||||
| JOSEPH CROWTHER | RICHLAND | WA | S65|2007-12-22 | ||||||
| ALEXANDER KING | RICHLAND | WA | S65|2014-12-23 | ||||||
| JOSEPH REID | RICHLAND | WA | S65|2007-12-22 | ||||||
| SCOTT BRUNSON | RICHLAND | WA | S65|2004-05-04 | ||||||
| ANTHONY ADAMS | RICHLAND | WA | S65|2019-12-16 | ||||||
| ROBIN GOULD | RICHLAND | WA | S65|2000-01-28 | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.3 | $0.0 | 0% | 10 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 10 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.0 | 10% | 10 | 0 | 0% |
| 2023-04-04 | $0.2 | $0.1 | 29% | 10 | 0 | 0% |
| 2022-04-01 | $0.2 | $0.0 | 15% | 10 | 0 | 0% |
| 2021-04-05 | $0.2 | $0.1 | 41% | 10 | 0 | 0% |
| 2020-04-01 | $0.2 | $0.1 | 62% | 10 | 0 | 0% |
| 2019-04-01 | $0.1 | $0.1 | 96% | 7 | 3 | 43% |
| 2018-04-02 | $0.1 | $0.1 | 111% | 7 | 3 | 43% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| WA, AZ-10/11/2017, CA-10/11/2017, ID-02/15/2022, OR-10/11/2017, TX-10/11/2017, WA-10/11/2017 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV