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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

THE H GROUP WASHINGTON, INC.

CRD 300464

PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:00fa7a1a-153a-1abc-6823-ad6d6959bd21

Data as of Mar 31, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 9
On other graphs: 0
Observed: Jan 22, 2019 to Mar 31, 2025
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $256MItem 5.F on the latest filing (2025-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $256M
Private client RAUM: $256MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 763
Individual clients: 118
High net worth clients: 84
Custody, client assets: $2.3M
SEC number: 801-114735
CRD: 300464
Filings on the tape: 14
First filed: Jan 22, 2019
Latest filed: Mar 31, 2025
Organised: Corporation, WA

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HICKS, CHRISTOPHER, KEIL	PRESIDENT & CHIEF COMPLIANCE OFFICER	E	yes	01/2019	Jan 22, 2019	Mar 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FOCUS POINT SOLUTIONS, INC	n/a	Former SEC adviser	$6.8B	N	yes	n/a
CS PLANNING CORP	n/a	Independent wealth	$2.0B	N	yes	n/a
THE H GROUP, INC.	n/a	Former SEC adviser	$580M	N	yes	n/a
PALOUSE CAPITAL MANAGEMENT, INC.	n/a	Former SEC adviser	$409M	N	yes	n/a
MGM LLC	n/a	Former SEC adviser	$145M	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Bellevue	Wa	United States	3	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 31, 2025	$256M	$256M	6	6	1	n/a	n/a
2023	Mar 29, 2024	$224M	$224M	7	6	1	n/a	n/a
2022	Mar 30, 2023	$176M	$176M	7	6	1	n/a	n/a
2021	Mar 28, 2022	$182M	$182M	5	4	1	n/a	n/a
2020	Mar 25, 2021	$148M	$148M	7	6	1	n/a	n/a
2019	Apr 2, 2020	$114M	$114M	4	3	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	5	-5	n/a	0	0	0	0	5

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$256M	$224M	14.7%	$182M	12.1%	6	7	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5	May 14, 2026	Mar 3, 2026	BELLEVUE, WA	Firm absorbed	RIA to ibd	100.0%

Relationships

Affiliated with (11)

← CS PLANNING CORPRegistered adviserother investment adviser, common control
factForm ADV
← PALOUSE CAPITAL MANAGEMENT, INC.Registered adviserother investment adviser, common control
factForm ADV
← FOCUSPOINT SOLUTIONS, INC.Registered adviserother investment adviser, common control
factForm ADV
→ PALOUSE CAPITAL MANAGEMENT, INC.Registered adviserother investment adviser, common control
factForm ADV
→ THE H GROUP, INC.Registered adviserother investment adviser, common control
factForm ADV
→ FOCUSPOINT SOLUTIONS, INC.Registered adviserother investment adviser, common control
factForm ADV
→ MGM LLCRegistered adviserother investment adviser, common control
factForm ADV
→ CS PLANNING CORPRegistered adviserother investment adviser, common control
factForm ADV
← THE H GROUP, INC.Registered adviserother investment adviser, common control
factForm ADV
← MGM LLCRegistered adviserother investment adviser, common control
factForm ADV
← DISTRIBUTION CONSULTANTS, INC.Registered adviserother investment adviser, common control
factForm ADV

Registered with (5)

← Esther J LaMarcheAdvisorregistration: previous registration
Aug 4, 2020 to May 14, 2026factForm ADV
← Fred KingAdvisorregistration: previous registration
Mar 19, 2019 to May 14, 2026factForm ADV
← Jason Lee TafoyaAdvisorregistration: previous registration
Mar 19, 2019 to May 14, 2026factForm ADV
← Stephanie Marie RobertsAdvisorregistration: previous registration
Jul 6, 2020 to May 14, 2026factForm ADV
← Aidan Lael BeatonAdvisorregistration: previous registration
Oct 27, 2020 to May 14, 2026factForm ADV

Moved with (1)

→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviser5 advisors, firm absorbed, same day
May 14, 2026 to Mar 3, 2026factForm ADV

Controls (1)

← HICKS, CHRISTOPHER, KEILOwnerPRESIDENT & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jan 22, 2019 to Mar 29, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
May 14, 2026
Firm absorbed
The H Group Washington, Inc.'s advisors moved to Wealth Enhancement Advisory Services, LLC (Bellevue, WA): 5 of 5 registered, on the same day
Form ADVobserved 6 days ago
5 advisors
Occurred
May 14, 2026
Advisor changed firm
Aidan Lael Beaton left The H Group Washington, Inc. for Wealth Enhancement Advisory Services, Llc (registered 2026-03-02)
Form ADVobserved 6 days ago
Occurred
May 14, 2026
Advisor changed firm
Esther J Lamarche left The H Group Washington, Inc. for Wealth Enhancement Advisory Services, Llc (registered 2026-03-02)
Form ADVobserved 6 days ago
Occurred
May 14, 2026
Advisor changed firm
Stephanie Marie Roberts left The H Group Washington, Inc. for Wealth Enhancement Advisory Services, Llc (registered 2026-03-03)
Form ADVobserved 6 days ago
Occurred
May 14, 2026
Advisor changed firm
Fred King left The H Group Washington, Inc. for Wealth Enhancement Advisory Services, Llc (registered 2026-03-02)
Form ADVobserved 6 days ago
Occurred
May 14, 2026
Advisor changed firm
Jason Lee Tafoya left The H Group Washington, Inc. for Wealth Enhancement Advisory Services, Llc (registered 2026-03-02)
Form ADVobserved 6 days ago
Occurred
Jan 22, 2019
First Form ADV filing
The H Group Washington, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago
Occurred
Jan 22, 2019
Succession filed (Item 4)
The H Group Washington, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Jul 1, 2026
The H Group Washington, Inc. no longer on the SEC adviser roster (last listed 2026-06-01, RAUM $256.5M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:00fa7a1a-153a-1abc-6823-ad6d6959bd21
First observed: Jan 22, 2019
Last observed: Mar 31, 2025 17 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE H GROUP WASHINGTON, INC.

CRD 300464

PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:00fa7a1a-153a-1abc-6823-ad6d6959bd21

Data as of Mar 31, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:41 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HICKS, CHRISTOPHER, KEIL

PRESIDENT & CHIEF COMPLIANCE OFFICER

yes

01/2019

Jan 22, 2019

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FOCUS POINT SOLUTIONS, INC

n/a

Former SEC adviser

$6.8B

yes

n/a

CS PLANNING CORP

n/a

Independent wealth

$2.0B

yes

n/a

THE H GROUP, INC.

n/a

Former SEC adviser

$580M

yes

n/a

PALOUSE CAPITAL MANAGEMENT, INC.

n/a

Former SEC adviser

$409M

yes

n/a

MGM LLC

n/a

Former SEC adviser

$145M

yes

n/a

City

State

Country

Employees

Also broker-dealer

Bellevue

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 31, 2025

$256M

n/a

2023

Mar 29, 2024

$224M

n/a

2022

Mar 30, 2023

$176M

n/a

2021

Mar 28, 2022

$182M

n/a

2020

Mar 25, 2021

$148M

n/a

2019

Apr 2, 2020

$114M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-5

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$256M

$224M

14.7%

$182M

12.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

May 14, 2026

Mar 3, 2026

BELLEVUE, WA

Firm absorbed

RIA to ibd

100.0%