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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

NO OTHER PRIMARY BUSINESS NAME

EASTSIDE FINANCIAL ADVISORS, LLC, CRD 120371

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:6b1cae19-5e6d-ee21-a2f0-bd80f927e7ed

Data as of Jan 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 2
On other graphs: 0
Observed: Mar 10, 2016 to Jan 14, 2026
17 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: independent wealth managerderivedprivate_client_share=0.74 fund_share=0.0 institutional_share=0.26 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $30.1MItem 5.F on the latest filing (2026-01-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $30.1M
Private client RAUM: $22.4MderivedItem 5.D individuals plus high net worth individuals
Private client share: 74%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 0
Advisory employees: 0
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 94
Individual clients: 87
High net worth clients: 4
SEC number: 801-107433
CRD: 120371
Filings on the tape: 17
First filed: Mar 10, 2016
Latest filed: Jan 14, 2026
Organised: Limited Liability Company, NY

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
BOOHER, BRYAN, JAMES	CCO, MANAGING MEMBER	E	yes	06/2001	Mar 10, 2016	Feb 28, 2024

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
2025	Jan 14, 2026	$30.1M	$30.1M	0	0	0	n/a	n/a
2024	Jan 21, 2025	$27.0M	$27.0M	0	0	0	n/a	n/a
2023	Feb 28, 2024	$27.6M	$27.6M	0	0	0	n/a	n/a
2022	Mar 6, 2023	$29.5M	$29.5M	0	0	0	n/a	n/a
2021	Jan 28, 2022	$38.7M	$38.7M	0	0	0	n/a	n/a
2020	Mar 31, 2021	$35.3M	$35.3M	0	0	0	n/a	n/a
2019	Jan 8, 2020	$37.1M	$37.1M	1	1	0	n/a	n/a
2018	Jan 10, 2019	$36.3M	$36.3M	1	1	0	n/a	n/a
2017	Jan 8, 2018	$46.4M	$46.4M	1	1	0	n/a	n/a
2016	Jan 23, 2017	$45.2M	$45.2M	0	0	n/a	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
2025	$30.1M	$27.0M	11.5%	$29.5M	0.6%	0	0	0	0

Relationships

Controls (1)

← BOOHER, BRYAN, JAMESOwnerCCO, MANAGING MEMBER, ownership code E, individual
Mar 10, 2016 to Feb 28, 2024factForm ADV

Dated events

Occurred
Jun 23, 2023
Control person left
Davis Robert Hall (Member) no longer on Schedule A of No Other Primary Business Name (listed 2023-03-06, absent 2023-06-23)
Form ADVobserved 5 days ago
Occurred
Mar 10, 2016
First Form ADV filing
Eastside Financial Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6b1cae19-5e6d-ee21-a2f0-bd80f927e7ed
First observed: Mar 10, 2016
Last observed: Jan 14, 2026 8 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.

NO OTHER PRIMARY BUSINESS NAME

EASTSIDE FINANCIAL ADVISORS, LLC, CRD 120371

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:6b1cae19-5e6d-ee21-a2f0-bd80f927e7ed

Data as of Jan 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:03 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOOHER, BRYAN, JAMES

CCO, MANAGING MEMBER

yes

06/2001

Mar 10, 2016

Feb 28, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 14, 2026

$30.1M

n/a

2024

Jan 21, 2025

$27.0M

n/a

2023

Feb 28, 2024

$27.6M

n/a

2022

Mar 6, 2023

$29.5M

n/a

2021

Jan 28, 2022

$38.7M

n/a

2020

Mar 31, 2021

$35.3M

n/a

2019

Jan 8, 2020

$37.1M

n/a

2018

Jan 10, 2019

$36.3M

n/a

2017

Jan 8, 2018

$46.4M

n/a

2016

Jan 23, 2017

$45.2M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$30.1M

$27.0M

11.5%

$29.5M

0.6%