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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

DISTRIBUTION CONSULTANTS, INC.

CRD 166765

PORTLAND, OR

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:acacbbd3-3688-1830-e970-7745d83b03b1

Data as of Mar 24, 2021 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 14, 2013 to Mar 24, 2021
15 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $7.4MItem 5.F on the latest filing (2021-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $7.4M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 4
SEC number: 801-77783
CRD: 166765
Filings on the tape: 15
First filed: Mar 14, 2013
Latest filed: Mar 24, 2021
Organised: Corporation, Oregon

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
HICKS, CHRISTOPHER, KEIL	MEMBER & CHIEF COMPLIANCE OFFICER	E	yes	02/2013	Mar 14, 2013	Mar 24, 2021

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FOCUS POINT SOLUTIONS, INC	n/a	Former SEC adviser	$6.8B	N	yes	n/a
CS PLANNING CORP	n/a	Independent wealth	$2.0B	N	yes	n/a
THE H GROUP, INC.	n/a	Former SEC adviser	$580M	N	yes	n/a
THE H GROUP WASHINGTON, INC.	n/a	Former SEC adviser	$256M	N	yes	n/a
MGM LLC	n/a	Former SEC adviser	$145M	N	yes	n/a

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
2020	Mar 24, 2021	$7.4M	$7.4M	3	1	0	n/a	n/a
2019	Mar 27, 2020	$12.2M	$12.2M	1	1	0	n/a	n/a
2018	Mar 29, 2019	$11.0M	$11.0M	2	1	0	n/a	n/a
2017	Mar 30, 2018	$11.7M	$11.7M	2	0	0	n/a	n/a
2016	Mar 31, 2017	$15.6M	$15.6M	2	0	n/a	n/a	n/a
2015	Feb 15, 2016	$17.9M	$17.9M	2	0	n/a	n/a	n/a
2014	Mar 31, 2015	$17.0M	$17.0M	2	0	n/a	n/a	n/a
2013	Mar 28, 2014	n/a	n/a	2	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
2020	$7.4M	$12.2M	-39.0%	$11.7M	-14.0%	3	1	0	0

Relationships

Affiliated with (5)

→ THE H GROUP, INC.Registered adviserother investment adviser, common control
factForm ADV
→ FOCUSPOINT SOLUTIONS, INC.Registered adviserother investment adviser, common control
factForm ADV
→ MGM LLCRegistered adviserother investment adviser, common control
factForm ADV
→ CS PLANNING CORPRegistered adviserother investment adviser, common control
factForm ADV
→ THE H GROUP WASHINGTON, INC.Registered adviserother investment adviser, common control
factForm ADV

Controls (1)

← HICKS, CHRISTOPHER, KEILOwnerMEMBER & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 14, 2013 to presentfactForm ADV

Dated events

Occurred
Mar 14, 2013
First Form ADV filing
Distribution Consultants filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:acacbbd3-3688-1830-e970-7745d83b03b1
First observed: Mar 14, 2013
Last observed: Mar 24, 2021 66 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.

DISTRIBUTION CONSULTANTS, INC.

CRD 166765

PORTLAND, OR

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:acacbbd3-3688-1830-e970-7745d83b03b1

Data as of Mar 24, 2021 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:14 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HICKS, CHRISTOPHER, KEIL

MEMBER & CHIEF COMPLIANCE OFFICER

yes

02/2013

Mar 14, 2013

Mar 24, 2021

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FOCUS POINT SOLUTIONS, INC

n/a

Former SEC adviser

$6.8B

yes

n/a

CS PLANNING CORP

n/a

Independent wealth

$2.0B

yes

n/a

THE H GROUP, INC.

n/a

Former SEC adviser

$580M

yes

n/a

THE H GROUP WASHINGTON, INC.

n/a

Former SEC adviser

$256M

yes

n/a

MGM LLC

n/a

Former SEC adviser

$145M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 24, 2021

$7.4M

n/a

2019

Mar 27, 2020

$12.2M

n/a

2018

Mar 29, 2019

$11.0M

n/a

2017

Mar 30, 2018

$11.7M

n/a

2016

Mar 31, 2017

$15.6M

n/a

2015

Feb 15, 2016

$17.9M

n/a

2014

Mar 31, 2015

$17.0M

n/a

2013

Mar 28, 2014

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$7.4M

$12.2M

-39.0%

$11.7M

-14.0%