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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

PORTFOLIO STRATEGIES INC

CRD 104685

TACOMA, WA

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:9d484f33-7a8a-a133-8eb7-71d3a72c3ef6

Data as of Aug 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 1
On other graphs: 0
Observed: Mar 30, 2012 to Aug 20, 2026
38 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=0.83 fund_share=0.17 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $50.2MItem 5.F on the latest filing (2026-08-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $50.2M
Private client RAUM: $41.7MderivedItem 5.D individuals plus high net worth individuals
Private client share: 83%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $16.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 297
Individual clients: 289
SEC number: 801-18475
CIK: 1423282
CRD: 104685
Filings on the tape: 38
First filed: Mar 30, 2012
Latest filed: Aug 20, 2026
Organised: Corporation, WA
Website: portstrat.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID JAMES JAJEWSKI	n/a	TACOMA, WA	34	39	3	no
ANDREW DAVID MIRKOVICH	n/a	SAMMANISH, WA \| TACOMA, WA	11	34	2	no
Michelle Rene Huffman	n/a	TACOMA, WA	10	34	1	no

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
GRIER, LINDSEY, ELAINE	CHIEF FINANCIAL OFFICER	Na	yes	01/2010	Mar 30, 2012	Apr 29, 2024
JAJEWSKI, DAVID, JAMES	CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER	D	yes	01/2009	Mar 30, 2012	Apr 29, 2024
WILLIAMSON, JOHN, DEFORREST	Owner	D	yes	03/2000	Mar 30, 2012	Apr 29, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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	Mar 30, 2026	$50.2M	$50.2M	5	3	1	n/a	n/a
2024	Mar 25, 2025	$55.4M	$55.4M	5	3	1	n/a	n/a
2023	Mar 26, 2024	$59.5M	$59.5M	5	3	1	n/a	n/a
2022	Mar 30, 2023	$73.0M	$73.0M	5	3	1	n/a	n/a
2021	Mar 30, 2022	$94.3M	$94.3M	7	4	1	n/a	n/a
2020	Mar 24, 2021	$123M	$123M	8	4	1	n/a	n/a
2019	Mar 30, 2020	$125M	$125M	8	4	1	n/a	n/a
2018	Mar 29, 2019	$125M	$125M	9	5	2	n/a	n/a
2017	Mar 30, 2018	$183M	$183M	9	4	1	n/a	n/a
2016	Mar 30, 2017	$259M	$259M	11	4	n/a	n/a	n/a
2015	Mar 30, 2016	$296M	$296M	13	4	n/a	n/a	n/a
2014	Mar 30, 2015	$428M	$428M	13	4	n/a	n/a	n/a
2013	Mar 29, 2014	$440M	$440M	12	4	n/a	n/a	n/a
2012	Apr 1, 2013	$293M	$293M	8	4	n/a	n/a	n/a
2011	Mar 30, 2012	$229M	$229M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

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

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	$50.2M	$55.4M	-9.4%	$73.0M	-11.7%	4	5	1	1

Relationships

Registered with (8)

← Michelle Rene HuffmanAdvisorregistration: current employment
Aug 16, 2016 to presentfactForm ADV
← ANDREW DAVID MIRKOVICHAdvisorregistration: previous registration
Feb 27, 1992 to Mar 25, 2010factForm ADV
← DAVID JAMES JAJEWSKIAdvisorregistration: current employment
Sep 8, 1992 to presentfactForm ADV
← JOHN DEFORREST WILLIAMSONAdvisorregistration: previous registration
Dec 19, 2001 to Jan 18, 2023factForm ADV
← JEFFREY JOHN CATHERSALAdvisorregistration: previous registration
Jan 3, 2006 to Mar 25, 2010factForm ADV
← MICHAEL DEAN TAYLORAdvisorregistration: previous registration
Dec 2, 2003 to Mar 19, 2008factForm ADV
← Jeffery Ronald Van RyAdvisorregistration: previous registration
Apr 10, 2006 to Nov 6, 2007factForm ADV
← JEFFREY GORDON KLUVEAdvisorregistration: previous registration
Sep 6, 2006 to Feb 23, 2007factForm ADV

Controls (3)

← JAJEWSKI, DAVID, JAMESOwnerCHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER, ownership code D, individual
Mar 30, 2012 to Apr 29, 2024factForm ADV
← WILLIAMSON, JOHN, DEFORRESTOwnerOWNER, ownership code D, individual
Mar 30, 2012 to Apr 29, 2024factForm ADV
← GRIER, LINDSEY, ELAINEOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 30, 2012 to Apr 29, 2024factForm ADV

Dated events

Occurred
Jan 18, 2023
Advisor changed firm
John Deforrest Williamson left Portfolio Strategies Inc for Focus Investments Nw, Inc. (registered 2006-03-21)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9d484f33-7a8a-a133-8eb7-71d3a72c3ef6
First observed: Mar 30, 2012
Last observed: Aug 20, 2026 30 days 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.

PORTFOLIO STRATEGIES INC

CRD 104685

TACOMA, WA

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:9d484f33-7a8a-a133-8eb7-71d3a72c3ef6

Data as of Aug 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:02 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID JAMES JAJEWSKI

n/a

TACOMA, WA

ANDREW DAVID MIRKOVICH

n/a

SAMMANISH, WA | TACOMA, WA

Michelle Rene Huffman

n/a

TACOMA, WA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GRIER, LINDSEY, ELAINE

CHIEF FINANCIAL OFFICER

yes

01/2010

Mar 30, 2012

Apr 29, 2024

JAJEWSKI, DAVID, JAMES

CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER

yes

01/2009

Mar 30, 2012

Apr 29, 2024

WILLIAMSON, JOHN, DEFORREST

Owner

yes

03/2000

Mar 30, 2012

Apr 29, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$50.2M

n/a

2024

Mar 25, 2025

$55.4M

n/a

2023

Mar 26, 2024

$59.5M

n/a

2022

Mar 30, 2023

$73.0M

n/a

2021

Mar 30, 2022

$94.3M

n/a

2020

Mar 24, 2021

$123M

n/a

2019

Mar 30, 2020

$125M

n/a

2018

Mar 29, 2019

$125M

n/a

2017

Mar 30, 2018

$183M

n/a

2016

Mar 30, 2017

$259M

n/a

2015

Mar 30, 2016

$296M

n/a

2014

Mar 30, 2015

$428M

n/a

2013

Mar 29, 2014

$440M

n/a

2012

Apr 1, 2013

$293M

n/a

2011

Mar 30, 2012

$229M

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%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$50.2M

$55.4M

-9.4%

$73.0M

-11.7%