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PRIVATE ADVISORY GROUP LLC, CRD 170043
REDMOND, 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 |
|---|---|---|---|---|---|---|
| S CHRISTOPHER BEAN | n/a | REDMOND, WA | 12 | 26 | 2 | no |
| DOUGLAS REED BEAN | Certified Financial Planner | REDMOND, WA | Lehi, UT | 12 | 24 | 4 | no |
| ERIC CHRISTOPHER PENZ | n/a | REDMOND, WA | 11 | 22 | 1 | no |
| MCKENNA PAIGE SHELDON | Certified Financial Planner | Lehi, UT | REDMOND, WA | 5 | 10 | 1 | no |
| KATHERINE ANN LUDEMAN | n/a | REDMOND, WA | Lehi, UT | 5 | 15 | 1 | no |
| WESLEY TED JENSEN | n/a | Lehi, UT | REDMOND, WA | 4 | 21 | 3 | no |
| Angelina Petrovna Bulbotka | n/a | REDMOND, WA | 4 | 12 | n/a | no |
| STEPHEN WESLEY REEVES | Certified Financial Planner | Lehi, UT | REDMOND, WA | 4 | 22 | 2 | no |
| McKenna Elyse Rice | n/a | Lehi, UT | REDMOND, WA | 3 | 12 | n/a | no |
| Amanda Desiree Dixon | n/a | REDMOND, WA | 3 | 13 | n/a | no |
| Ngoc Thuy Vy Nguyen | n/a | REDMOND, WA | 3 | 12 | n/a | no |
| MATTHEW TODD CHAMBERS | Certified Financial Planner | REDMOND, WA | Lehi, UT | 2 | 16 | 1 | no |
| Davis Reed Bean | n/a | REDMOND, WA | Draper, UT | 2 | 10 | n/a | no |
| Joshua Michael Glenn | Certified Financial Planner | REDMOND, WA | Lehi, UT | 1 | 10 | 1 | no |
| Parker Anderson | n/a | Lehi, UT | REDMOND, WA | 1 | 11 | 1 | no |
| Adam Powell | n/a | REDMOND, WA | 0 | 19 | 1 | no |
| TRICIA ELIASON | n/a | Lehi, UT | REDMOND, WA | 0 | 34 | 4 | no |
| STEVEN TODD HILLSTEAD | n/a | REDMOND, WA | Lehi, UT | 0 | 25 | 5 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BEAN HOLDINGS LLC | Member | E | yes | 11/2013 | Aug 18, 2026 | Aug 18, 2026 |
| BEAN, DOUGLAS, REED | ELECTED MANAGER, CHIEF INVESTMENT OFFICER | Na | yes | 07/2015 | Aug 18, 2026 | Aug 18, 2026 |
| BEAN, S, CHRISTOPHER | ELECTED MANAGER, CHIEF FINANCIAL OFFICER | Na | yes | 11/2013 | Aug 18, 2026 | Aug 18, 2026 |
| BISHOPP, JONATHAN, DAVID | CHIEF COMPLIANCE OFFICER, CHIEF RISK OFFICER | Na | yes | 07/2015 | Aug 18, 2026 | Aug 18, 2026 |
| CHAMBERS, MATTHEW, TODD | CHIEF EXECUTIVE OFFICER | Na | yes | 07/2025 | Aug 18, 2026 | Aug 18, 2026 |
| LUDEMAN, KATHERINE, ANN | CHIEF OPERATING OFFICER | Na | yes | 07/2025 | Aug 18, 2026 | Aug 18, 2026 |
| BEAN, DOUGLAS, REED | Member | C | yes | 11/2013 | Jan 14, 2014 | Mar 27, 2024 |
| BEAN, S, CHRISTOPHER | Member | C | yes | 11/2013 | Jan 14, 2014 | Mar 27, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Draper | Ut | United States | 4 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $1.7B | $1.7B | 31 | 12 | 1 | n/a | n/a |
| 2024 | Apr 10, 2025 | $1.3B | $1.3B | 26 | 13 | 1 | n/a | n/a |
| 2023 | Mar 27, 2024 | $900M | $899M | 18 | 6 | 1 | n/a | n/a |
| 2022 | Mar 24, 2023 | $642M | $640M | 16 | 6 | 1 | n/a | n/a |
| 2021 | Feb 16, 2022 | $687M | $686M | 14 | 6 | 1 | n/a | n/a |
| 2020 | Mar 24, 2021 | $477M | $476M | 8 | 3 | 1 | n/a | n/a |
| 2019 | Mar 12, 2020 | $368M | $365M | 7 | 3 | 0 | n/a | n/a |
| 2018 | Mar 29, 2019 | $280M | $279M | 7 | 3 | 0 | n/a | n/a |
| 2017 | Jan 13, 2018 | $309M | $308M | 6 | 3 | 0 | n/a | n/a |
| 2016 | Mar 28, 2017 | $279M | $279M | 5 | 3 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $453M | $453M | 14 | 9 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | $695M | $690M | 14 | 9 | 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 |
|---|---|---|---|---|---|---|---|---|
| 3 | 0 | 3 | 0.0% | 0 | 0 | 0 | 6 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.1B | $1.3B | 62.9% | $642M | 49.5% | 31 | 26 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| FORTITUDE ADVISORY GROUP L.L.C. | 2 | Oct 4, 2016 | Jan 3, 2017 | REDMOND, WA | Team lift out | Other | 33.3% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | 2 | Feb 20, 2026 | Feb 17, 2026 | SALT LAKE CITY, UT | Team lift out | RIA to RIA | 0.3% |