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CRD 145252
ARLINGTON, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| THOR HARVEY MCILRATH | Certified Financial Planner | ARLINGTON, WA | 18 | 34 | 3 | no |
| TROY JAMES CRUTCHER | Certified Financial Planner | ARLINGTON, WA | 14 | 17 | 1 | no |
| JACOB ARTHUR BLUKIS | Certified Financial Planner | Arlington, WA | 8 | 13 | 1 | no |
| Wendiguiata Ouedraogo | Chartered Financial Consultant | Arlington, WA | 5 | 10 | n/a | no |
| ALEXANDER PETER GOLDBERG | Certified Financial Planner | Anaheim, CA | 4 | 17 | 1 | no |
| KEVIN JAMES CAMPBELL | Certified Financial Planner | SAN LUIS OBISPO, CA | San Luis Obispo, CA | 1 | 14 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MCILRATH, THOR, HARVEY | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | yes | 09/2007 | Mar 31, 2026 | Mar 31, 2026 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| ANAHEIM HILLS | CA | United States | 1 | no |
| SAN LUIS OBISPO | CA | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $1.4B | $1.4B | 19 | 8 | 2 | n/a | n/a |
| 2024 | Apr 2, 2025 | $1.1B | $1.1B | 19 | 8 | 2 | n/a | n/a |
| 2023 | Mar 12, 2024 | $840M | $840M | 16 | 6 | 2 | n/a | n/a |
| 2022 | Mar 31, 2023 | $649M | $649M | 17 | 6 | 2 | n/a | n/a |
| 2021 | Mar 22, 2022 | $645M | $645M | 9 | 4 | 0 | n/a | n/a |
| 2020 | Mar 31, 2021 | $501M | $501M | 10 | 3 | 0 | n/a | n/a |
| 2019 | Mar 7, 2020 | $397M | $397M | 10 | 4 | 0 | n/a | n/a |
| 2018 | Mar 16, 2019 | $308M | $308M | 11 | 5 | 0 | n/a | n/a |
| 2017 | Mar 30, 2018 | $304M | $304M | 11 | 4 | 0 | n/a | n/a |
| 2016 | Mar 30, 2017 | $231M | $231M | 8 | 5 | n/a | n/a | n/a |
| 2015 | Mar 22, 2016 | $153M | $153M | 4 | 4 | n/a | n/a | n/a |
| 2014 | Feb 6, 2015 | $153M | $153M | 4 | 4 | n/a | n/a | n/a |
| 2013 | Mar 19, 2014 | $112M | $112M | 4 | 4 | n/a | n/a | n/a |
| 2012 | Mar 18, 2013 | $112M | $92.0M | 4 | 4 | n/a | n/a | n/a |
| 2011 | May 25, 2012 | $175M | $75.0M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.4B | $1.1B | 28.8% | $649M | 28.1% | 19 | 19 | 2 | 2 |