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CRD 157019
VANCOUVER, 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 |
|---|---|---|---|---|---|---|
| ROBERT DOUGLAS POOL | Certified Financial Planner | VANCOUVER, WA | 14 | 28 | 1 | no |
| HOLLY CROWE BREEDEN | n/a | VANCOUVER, WA | 12 | 14 | n/a | no |
| MATTHEW EBELING | Certified Financial Planner | VANCOUVER, WA | 10 | 19 | 1 | no |
| Andrea Marie Silbernagel | Certified Financial Planner | VANCOUVER, WA | 4 | 13 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| POOL, ROBERT, DOUGLAS | INVESTMENT ADVISOR/OWNER | D | yes | 12/2010 | Jan 5, 2018 | Mar 27, 2024 |
| BREEDEN, HOLLY, CROWE | CHIEF COMPLIANCE OFFICER | Na | no | 08/2014 | Jan 5, 2018 | Mar 27, 2024 |
| EBELING, MATTHEW | INVESTMENT ADVISOR/OWNER | C | no | 01/2019 | Mar 30, 2019 | Mar 27, 2024 |
| Silbernagel, Andrea, Marie | ADVISOR/OWNER | B | no | 01/2024 | Mar 27, 2024 | Mar 27, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 11, 2026 | $237M | $237M | 4 | 4 | 0 | n/a | n/a |
| 2024 | Jan 31, 2025 | $186M | $186M | 4 | 4 | 0 | n/a | n/a |
| 2023 | Mar 27, 2024 | $166M | $166M | 4 | 4 | 0 | n/a | n/a |
| 2022 | Apr 3, 2023 | $149M | $149M | 4 | 4 | 0 | n/a | n/a |
| 2021 | Mar 9, 2022 | $158M | $158M | 3 | 3 | 0 | n/a | n/a |
| 2020 | Mar 31, 2021 | $140M | $140M | 3 | 3 | 0 | n/a | n/a |
| 2019 | Mar 30, 2020 | $117M | $117M | 3 | 3 | 0 | n/a | n/a |
| 2018 | Mar 30, 2019 | $111M | $111M | 3 | 3 | 1 | 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 | $237M | $186M | 27.6% | $149M | 16.7% | 4 | 4 | 0 | 0 |