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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

PALOUSE CAPITAL MANAGEMENT, INC.

CRD 104573

SPOKANE, 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:d79d1a6b-e530-b854-16e4-5c04c992c28b

Data as of Apr 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 7
On other graphs: 0
Observed: Nov 23, 2011 to Apr 24, 2026
40 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

2 advisors left Palouse Capital Management, Inc. (Spokane, WA) for Advisory Solutions Group on the same day

Dated 2026-08-12 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

ADVISORY SOLUTIONS GROUP · destination firm

Advisor Recruiting IntelligenceAug 12, 2026 · seen 4 days ago

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: $409MItem 5.F on the latest filing (2026-04-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $174M
Private client RAUM: $398MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 2
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 950
Individual clients: 837
High net worth clients: 40
SEC number: 801-46893
CIK: 1056516
CRD: 104573
Filings on the tape: 40
First filed: Nov 23, 2011
Latest filed: Apr 24, 2026
Organised: Corporation, WA
Website: palousecap.com

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
HANSLITS, LAURENCE, THOMAS	Trustee	F	yes	12/2023	Mar 29, 2024	Sep 23, 2024
HARMAN, BRYN, DOUGLAS	CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER	Na	yes	08/2015	Aug 17, 2012	Sep 23, 2024
HICKS, CHRISTOPHER, KEIL	Trustee	F	yes	12/2023	Jan 23, 2023	Sep 23, 2024
HICKS, CHRISTOPHER, KEIL	PRESIDENT & CHIEF COMPLIANCE OFFICER	E	yes	12/2022	Jan 23, 2023	Sep 23, 2024
2015 HICKS FAMILY TRUST	Shareholder	B	no	12/2023	Mar 29, 2024	Sep 23, 2024
THE HICKS FAMILY 2008 TRUST	Shareholder	B	no	12/2023	Mar 29, 2024	Sep 23, 2024

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

Offices

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

City	State	Country	Employees	Also broker-dealer
Portland	Or	United States	2	no
SPOKANE VALLEY	Wa	United States	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; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 24, 2026	$409M	$174M	3	2	2	n/a	n/a
2024	Mar 31, 2025	$327M	$182M	5	3	2	n/a	n/a
2023	Mar 29, 2024	$229M	$229M	5	3	1	n/a	n/a
2022	Mar 31, 2023	$272M	$272M	5	3	1	n/a	n/a
2021	Mar 18, 2022	$264M	$264M	6	4	0	n/a	n/a
2020	Mar 29, 2021	$234M	$234M	6	4	0	n/a	n/a
2019	Mar 30, 2020	$315M	$315M	7	3	0	n/a	n/a
2018	Mar 29, 2019	$293M	$293M	7	3	0	n/a	n/a
2017	Mar 30, 2018	$348M	$348M	7	3	0	n/a	n/a
2016	Mar 14, 2017	$314M	$314M	7	3	n/a	n/a	n/a
2015	Feb 26, 2016	$299M	$299M	6	3	n/a	n/a	n/a
2014	Jan 30, 2015	$320M	$320M	7	3	n/a	n/a	n/a
2013	Jan 17, 2014	$300M	$300M	7	3	n/a	n/a	n/a
2012	Mar 13, 2013	$245M	$245M	8	3	n/a	n/a	n/a
2011	Mar 21, 2012	$213M	$213M	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
1	2	-1	n/a	0	2	0	1	2

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	$409M	$327M	25.1%	$272M	14.5%	3	5	2	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ADVISORY SOLUTIONS GROUP	2	Aug 12, 2026	Jun 1, 2026	SPOKANE, WA	Team lift out	RIA to RIA	100.0%

Relationships

Affiliated with (9)

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

Registered with (3)

← Spencer ShelmanAdvisorregistration: previous registration
Sep 4, 2015 to Aug 12, 2026factForm ADV
← Devin Matthew PaineAdvisorregistration: previous registration
Oct 2, 2025 to Aug 12, 2026factForm ADV
← HEATHER ANNE SHEAAdvisorregistration: previous registration
May 7, 1998 to Jul 29, 2011factForm ADV

Moved with (1)

→ ADVISORY SOLUTIONS GROUPRegistered adviser2 advisors, team lift out, same day
Aug 12, 2026 to Jun 1, 2026factForm ADV

Controls (3)

← HANSLITS, LAURENCE, THOMASOwnerTRUSTEE, ownership code F, individual
Mar 29, 2024 to Sep 23, 2024factForm ADV
← HICKS, CHRISTOPHER, KEILOwnerTRUSTEE, ownership code F, individual
Jan 23, 2023 to Sep 23, 2024factForm ADV
← HARMAN, BRYN, DOUGLASOwnerCHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, ownership code NA, individual
Aug 17, 2012 to Sep 23, 2024factForm ADV

Owns (2)

← 2015 HICKS FAMILY TRUSTOwnerSHAREHOLDER, ownership code B, domestic entity
Mar 29, 2024 to Sep 23, 2024factForm ADV
← THE HICKS FAMILY 2008 TRUSTOwnerSHAREHOLDER, ownership code B, domestic entity
Mar 29, 2024 to Sep 23, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 12, 2026
Team lift-out
2 advisors left Palouse Capital Management, Inc. (Spokane, WA) for Advisory Solutions Group on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Aug 12, 2026
Advisor changed firm
Spencer Shelman left Palouse Capital Management, Inc. for Advisory Solutions Group (registered 2026-06-01)
Form ADVobserved 4 days ago
Occurred
Aug 12, 2026
Advisor changed firm
Devin Matthew Paine left Palouse Capital Management, Inc. for Advisory Solutions Group (registered 2026-06-01)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2024
Control person joined
Thomas Laurence Hanslits (Trustee) appeared on Schedule A of Palouse Capital Management, Inc.
Form ADVobserved 4 days ago
Occurred
Jan 23, 2023
Control person left
Thomas Barry Menne (Chief Compliance Officer, President) no longer on Schedule A of Palouse Capital Management, Inc. (listed 2022-03-18, absent 2023-01-23)
Form ADVobserved 4 days ago
Occurred
Jan 23, 2023
Control person joined
Keil Christopher Hicks (President & Chief Compliance Officer) appeared on Schedule A of Palouse Capital Management, Inc.
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Sep 1, 2026
Palouse Capital Management, Inc. no longer on the SEC adviser roster (last listed 2026-08-03, RAUM $408.5M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d79d1a6b-e530-b854-16e4-5c04c992c28b
First observed: Nov 23, 2011
Last observed: Apr 24, 2026 4 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.

PALOUSE CAPITAL MANAGEMENT, INC.

CRD 104573

SPOKANE, 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:d79d1a6b-e530-b854-16e4-5c04c992c28b

Data as of Apr 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:37 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HANSLITS, LAURENCE, THOMAS

Trustee

yes

12/2023

Mar 29, 2024

Sep 23, 2024

HARMAN, BRYN, DOUGLAS

CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER

yes

08/2015

Aug 17, 2012

Sep 23, 2024

HICKS, CHRISTOPHER, KEIL

Trustee

yes

12/2023

Jan 23, 2023

Sep 23, 2024

HICKS, CHRISTOPHER, KEIL

PRESIDENT & CHIEF COMPLIANCE OFFICER

yes

12/2022

Jan 23, 2023

Sep 23, 2024

2015 HICKS FAMILY TRUST

Shareholder

12/2023

Mar 29, 2024

Sep 23, 2024

THE HICKS FAMILY 2008 TRUST

Shareholder

12/2023

Mar 29, 2024

Sep 23, 2024

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

City

State

Country

Employees

Also broker-dealer

Portland

United States

SPOKANE VALLEY

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 24, 2026

$409M

$174M

n/a

2024

Mar 31, 2025

$327M

$182M

n/a

2023

Mar 29, 2024

$229M

n/a

2022

Mar 31, 2023

$272M

n/a

2021

Mar 18, 2022

$264M

n/a

2020

Mar 29, 2021

$234M

n/a

2019

Mar 30, 2020

$315M

n/a

2018

Mar 29, 2019

$293M

n/a

2017

Mar 30, 2018

$348M

n/a

2016

Mar 14, 2017

$314M

n/a

2015

Feb 26, 2016

$299M

n/a

2014

Jan 30, 2015

$320M

n/a

2013

Jan 17, 2014

$300M

n/a

2012

Mar 13, 2013

$245M

n/a

2011

Mar 21, 2012

$213M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

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

$409M

$327M

25.1%

$272M

14.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ADVISORY SOLUTIONS GROUP

Aug 12, 2026

Jun 1, 2026

SPOKANE, WA

Team lift out

RIA to RIA

100.0%