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

GREAT NORTHERN ASSET MANAGEMENT, LLC

CRD 139457

VANCOUVER, 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:e270cdd3-1a8e-0ef4-cb65-0328c36091b4

Data as of Jul 11, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 7
On other graphs: 0
Observed: Mar 29, 2012 to Jul 11, 2025
24 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: $222MItem 5.F on the latest filing (2025-07-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $218M
Private client RAUM: $208MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 158
Individual clients: 21
High net worth clients: 37
Custody, client assets: $121M
SEC number: 801-66214
CRD: 139457
Filings on the tape: 24
First filed: Mar 29, 2012
Latest filed: Jul 11, 2025
Organised: Limited Liability Company, WA

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
BAGLIO, SHERI, MARIE	CHIEF COMPLIANCE OFFICER	Na	yes	07/2024	Jul 1, 2024	Jul 1, 2024
OGLESBY, TAMARA, ANNE	PRESIDENT, MANAGING PRINCIPAL, MEMBER	C	yes	06/2011	Mar 29, 2012	Jul 1, 2024
BABSON CAPITAL PARTNERS, LP	Member	B	no	04/2009	Mar 29, 2012	Jul 1, 2024
JOHNSON, DAVID, J.	Member	A	no	03/2006	Mar 29, 2012	Jul 1, 2024
LONSTAD, NICHOLAS, MARTIN	PRINCIPAL, CHIEF INVESTMENT STRATEGIST	Na	no	03/2024	Mar 18, 2019	Jul 1, 2024
PAGE, JOHN, DAVID	Member	B	no	03/2007	Mar 29, 2012	Jul 1, 2024
RASMUSON FAMILY LIVING TRUST	Member	A	no	02/2022	Mar 8, 2024	Jul 1, 2024
THOMAS AND MARY TOMJACK LIVING TRUST	Member	A	no	12/2023	Mar 8, 2024	Jul 1, 2024
VON SCHLEGELL, JOHN, EVANS	Member	B	no	03/2006	Mar 29, 2012	Jul 1, 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; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 7, 2025	$222M	$218M	3	3	0	n/a	n/a
2023	Mar 8, 2024	$200M	$200M	3	3	0	n/a	n/a
2022	Mar 24, 2023	$218M	$214M	3	3	0	n/a	n/a
2021	Mar 25, 2022	$273M	$268M	3	3	0	n/a	n/a
2020	Mar 25, 2021	$265M	$257M	4	4	0	n/a	n/a
2019	Mar 30, 2020	$244M	$232M	3	3	0	n/a	n/a
2018	Mar 18, 2019	$213M	$202M	3	3	0	n/a	n/a
2017	Mar 23, 2018	$380M	$365M	3	3	0	n/a	n/a
2016	Mar 28, 2017	$392M	$373M	4	3	n/a	n/a	n/a
2015	Mar 24, 2016	$147M	$129M	4	3	n/a	n/a	n/a
2014	Apr 1, 2015	$164M	$145M	4	3	n/a	n/a	n/a
2013	Mar 21, 2014	$236M	$220M	4	3	n/a	n/a	n/a
2012	Mar 28, 2013	$257M	$239M	4	3	n/a	n/a	n/a
2011	Mar 29, 2012	$168M	$152M	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	2	-2	n/a	0	0	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
2024	$222M	$200M	11.1%	$273M	-6.7%	3	3	0	0

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
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.	2	Jan 9, 2026	Mar 25, 2026	VANCOUVER, WA	Team lift out	RIA to RIA	100.0%

Relationships

Moved with (1)

→ FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.Registered adviser2 advisors, team lift out, same day
Jan 9, 2026 to Mar 25, 2026factForm ADV

Registered with (3)

← SHERI MARIE SandersAdvisorregistration: previous registration
Oct 9, 2023 to Jan 9, 2026factForm ADV
← TAMARA ANNE OGLESBYAdvisorregistration: previous registration
May 13, 2008 to Jan 9, 2026factForm ADV
← ROBERT DOUGLAS GREENMANAdvisorregistration: previous registration
May 30, 2007 to Jun 24, 2011factForm ADV

Controls (2)

← BAGLIO, SHERI, MARIEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 1, 2024 to Jul 1, 2024factForm ADV
← OGLESBY, TAMARA, ANNEOwnerPRESIDENT, MANAGING PRINCIPAL, MEMBER, ownership code C, individual
Mar 29, 2012 to Jul 1, 2024factForm ADV

Owns (7)

← JOHNSON, DAVID, J.OwnerMEMBER, ownership code A, individual
Mar 29, 2012 to Jul 1, 2024factForm ADV
← PAGE, JOHN, DAVIDOwnerMEMBER, ownership code B, individual
Mar 29, 2012 to Jul 1, 2024factForm ADV
← VON SCHLEGELL, JOHN, EVANSOwnerMEMBER, ownership code B, individual
Mar 29, 2012 to Jul 1, 2024factForm ADV
← LONSTAD, NICHOLAS, MARTINOwnerPRINCIPAL, CHIEF INVESTMENT STRATEGIST, ownership code NA, individual
Mar 18, 2019 to Jul 1, 2024factForm ADV
← BABSON CAPITAL PARTNERS, LPOwnerMEMBER, ownership code B, domestic entity
Mar 29, 2012 to Jul 1, 2024factForm ADV
← RASMUSON FAMILY LIVING TRUSTOwnerMEMBER, ownership code A, domestic entity
Mar 8, 2024 to Jul 1, 2024factForm ADV
← THOMAS AND MARY TOMJACK LIVING TRUSTOwnerMEMBER, ownership code A, domestic entity
Mar 8, 2024 to Jul 1, 2024factForm ADV

Dated events

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

Occurred
Jan 9, 2026
Team lift-out
2 advisors left Great Northern Asset Management, LLC (Vancouver, WA) for Ferguson Wellman Capital Management, Inc. on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Jan 9, 2026
Advisor changed firm
Tamara Anne Oglesby left Great Northern Asset Management, Llc for Ferguson Wellman Capital Management, Inc. (registered 2026-01-23)
Form ADVobserved 6 days ago
Occurred
Jan 9, 2026
Advisor changed firm
Sheri Marie Sanders left Great Northern Asset Management, Llc for Ferguson Wellman Capital Management, Inc. (registered 2026-03-25)
Form ADVobserved 6 days ago
Occurred
Jul 1, 2024
Control person joined
Marie Sheri Baglio (Chief Compliance Officer) appeared on Schedule A of Great Northern Asset Management, Llc
Form ADVobserved 6 days ago
Occurred
Dec 22, 2021
Control person left
Duncan John Ritchie (Manager / Member) no longer on Schedule A of Great Northern Asset Management, Llc (listed 2021-03-25, absent 2021-12-22)
Form ADVobserved 6 days ago
Occurred
Mar 18, 2019
Regulatory AUM changed
Great Northern Asset Management, Llc reported RAUM $212.7M, down 44% from $380.2M (2018-03-23 to 2019-03-18)
Form ADVobserved 6 days ago
$-168M

Show 1 bookkeeping events

Occurred
Feb 2, 2026
Great Northern Asset Management, Llc no longer on the SEC adviser roster (last listed 2026-01-02, RAUM $222.3M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e270cdd3-1a8e-0ef4-cb65-0328c36091b4
First observed: Mar 29, 2012
Last observed: Jul 11, 2025 14 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.

GREAT NORTHERN ASSET MANAGEMENT, LLC

CRD 139457

VANCOUVER, 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:e270cdd3-1a8e-0ef4-cb65-0328c36091b4

Data as of Jul 11, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:16 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAGLIO, SHERI, MARIE

CHIEF COMPLIANCE OFFICER

yes

07/2024

Jul 1, 2024

OGLESBY, TAMARA, ANNE

PRESIDENT, MANAGING PRINCIPAL, MEMBER

yes

06/2011

Mar 29, 2012

Jul 1, 2024

BABSON CAPITAL PARTNERS, LP

Member

04/2009

Mar 29, 2012

Jul 1, 2024

JOHNSON, DAVID, J.

Member

03/2006

Mar 29, 2012

Jul 1, 2024

LONSTAD, NICHOLAS, MARTIN

PRINCIPAL, CHIEF INVESTMENT STRATEGIST

03/2024

Mar 18, 2019

Jul 1, 2024

PAGE, JOHN, DAVID

Member

03/2007

Mar 29, 2012

Jul 1, 2024

RASMUSON FAMILY LIVING TRUST

Member

02/2022

Mar 8, 2024

Jul 1, 2024

THOMAS AND MARY TOMJACK LIVING TRUST

Member

12/2023

Mar 8, 2024

Jul 1, 2024

VON SCHLEGELL, JOHN, EVANS

Member

03/2006

Mar 29, 2012

Jul 1, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 7, 2025

$222M

$218M

n/a

2023

Mar 8, 2024

$200M

n/a

2022

Mar 24, 2023

$218M

$214M

n/a

2021

Mar 25, 2022

$273M

$268M

n/a

2020

Mar 25, 2021

$265M

$257M

n/a

2019

Mar 30, 2020

$244M

$232M

n/a

2018

Mar 18, 2019

$213M

$202M

n/a

2017

Mar 23, 2018

$380M

$365M

n/a

2016

Mar 28, 2017

$392M

$373M

n/a

2015

Mar 24, 2016

$147M

$129M

n/a

2014

Apr 1, 2015

$164M

$145M

n/a

2013

Mar 21, 2014

$236M

$220M

n/a

2012

Mar 28, 2013

$257M

$239M

n/a

2011

Mar 29, 2012

$168M

$152M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$222M

$200M

11.1%

$273M

-6.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

Jan 9, 2026

Mar 25, 2026

VANCOUVER, WA

Team lift out

RIA to RIA

100.0%