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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

METRIST WEALTH ADVISORS

PROVEST CAPITAL MANAGEMENT LLC, CRD 300037

LAKE OSWEGO, 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:08a2afa4-0a33-4448-63a7-7a907d3e3f9e

Data as of Mar 11, 2021 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 2
On other graphs: 0
Observed: Sep 18, 2020 to Mar 11, 2021
3 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: $122MItem 5.F on the latest filing (2021-03-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $111M
Private client RAUM: $122MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 317
Individual clients: 54
High net worth clients: 50
SEC number: 801-119657
CRD: 300037
Filings on the tape: 3
First filed: Sep 18, 2020
Latest filed: Mar 11, 2021
Organised: Limited Liability Company, Oregon

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
DRAKE, TAYLOR, EVAN	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	yes	05/2010	Sep 18, 2020	Mar 11, 2021

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
2020	Mar 11, 2021	$122M	$111M	2	1	0	n/a	n/a

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
2020	$122M	n/a	n/a	n/a	n/a	2	n/a	0	n/a

Relationships

Controls (1)

← DRAKE, TAYLOR, EVANOwnerCHIEF COMPLIANCE OFFICER AND MANAGING MEMBER, ownership code E, individual
Sep 18, 2020 to presentfactForm ADV

Registered with (1)

← TAYLOR EVAN DRAKEAdvisorregistration: previous registration
Feb 8, 2019 to Mar 28, 2022factForm ADV

Dated events

Occurred
Mar 28, 2022
Advisor changed firm
Taylor Evan Drake left Metrist Wealth Advisors for Apella Wealth (registered 2022-01-19)
Form ADVobserved 6 days ago
Occurred
Sep 18, 2020
First Form ADV filing
Metrist Wealth Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:08a2afa4-0a33-4448-63a7-7a907d3e3f9e
First observed: Sep 18, 2020
Last observed: Mar 11, 2021 67 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.

METRIST WEALTH ADVISORS

PROVEST CAPITAL MANAGEMENT LLC, CRD 300037

LAKE OSWEGO, 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:08a2afa4-0a33-4448-63a7-7a907d3e3f9e

Data as of Mar 11, 2021 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:04 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DRAKE, TAYLOR, EVAN

CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER

yes

05/2010

Sep 18, 2020

Mar 11, 2021

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 11, 2021

$122M

$111M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$122M

n/a