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S•••••••• F••••• O•••••

Outsourced family office provider· Tacoma, WA

Outsourced family office provider, based in Tacoma, WA.

Composed from this office's classification, location and record.

Direct investments
Not established
Decision makers
7
The office's site, Form ADV Schedule A and filings
Regulatory AUM
$301M
Form ADV, Item 5.F
Last deployment
Aug 2026
The latest dated investment or commitment on record
Team (12)Mandate
As of · the latest observation of this office; filed figures carry their own filing dates
Why this matters
Readings, classification basis and verificationidentity confidence 90% · 67 observations · 5 sourcesShow
Outsourced family office providerVerified Sep 13, 2026 (9 days ago)12 people · 0 investments · 596 public positions · 6 events

Why this class: A fee-only wealth management RIA that markets multi family office level service to its clients..

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview
show
Profile completeness 56% (medium value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Outsourced family office provider
Description
••• Locked
Headquarters
Tacoma, WA
Office address
••• Locked
Business phone
••• Locked
Website
s•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $146M. Regulatory AUM $301M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$301M as of Mar 27, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Jun 24, 2015 · 5 employeesFact
Client mix (Form ADV 5.D)
Individuals: 138 ($57.5M); High net worth individuals: 89 ($244M)Fact
Form 13F
$146M across 658 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 13, 2026Outsourced family office provider 90%A fee-only wealth management RIA that markets multi family office level service to its clients.Factverifieds•••••••••.com“••• Locked”
  • Sep 12, 2026Multi-family office 80%the office describes itself as a multi family office (cited)Fact
  • Sep 12, 2026Multi-family office 70%registered adviser named as a family office serving many clients: a multi-family office by constructionInference
Family and wealth origin
show
Family served
unknown
Source of wealth
unknown
Operating company origin
unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team
12 peopleshow
PersonTitleResponsibilityBusiness contactSource
C•••••• E• D••••••PrincipalLeadershipnone on record
C•••••• E••••• D••••••Member & PrincipalLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
C••••• H•••••••••Vice President/Branch Manager – Charles Schwab & Co. Tacoma and Olympia, WALeadership
private credit · energy, financial services, education · Missouri, Pacific Northwest, Washington (from the bio)
none on record
J•••••• M• L•••Managing PrincipalLeadershipnone on record
J•••••• M••••••• L•••Managing Member & PrincipalLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
J•• M• D•••••FounderLeadership
financial services, education · California, Washington (from the bio)
email: ••• Locked (verified by provider, Sep 12, 2026)
J•• M•••••• D•••••MemberLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
M•••• W••••••Compliance ConsultantOperations and finance
phone: ••• Locked (published by the subject, Aug 14, 2026)
sec.gov Fact
M•••• W••••••Compliance AnalystOperations and finance
phone: ••• Locked (published by the subject, Aug 14, 2026)
sec.gov Fact
T•••• P••••••• K•••••••Director of Operations & CcoOperations and financenone on record
T••• M• J••••••Senior Operations SpecialistOperations and finance
impact · financial services, education (from the bio)
none on record
C••• T• G•••••Associate Wealth AdvisorOthernone on record
Office contact points
Business phone: ••• Locked (published by the subject) a•••••••••.s••.gov
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) s•••••••••.com
Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$135M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
40 positionsshow
Form 13F holdings

Top 40 positions of 658 for the quarter ended Jun 30, 2026; $139M shown of $146M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
V••••••• B• I•••• F••INTERMED TERM$30.4M395,81820.8%
V••••••• I•••• F••TOTAL STK MKT$26.2M70,77517.9%
D••••••••• E•• T••••US EQUI MARK ETF$9.7M118,3716.6%
D••••••••• E•• T••••US MKTWIDE VALUE$8.6M155,5565.9%
D••••••••• E•• T••••US TARGETED VLU$7.5M106,7955.1%
D••••••••• E•• T••••US SMALL CAP ETF$6.5M78,7824.4%
V••••••• C•••••••• F••TOTAL INT BD ETF$6.2M128,6624.3%
D••••••••• E•• T••••US REAL ESTA ETF$5.7M216,4783.9%
A••••• C•• I••COM$4.5M19,0353.1%
M•••••••• C•••COM$3.1M8,4072.1%
D••••••••• E•• T••••US COR EQU 2 ETF$3.0M67,0912.0%
C••••• W•••••••• C•••••••••COM$2.7M2,8901.9%
T•••• P•••••• L••• C••••••••COM$2.6M5,9571.8%
V••••••• M•••••• F••STRM INFPROIDX$2.0M39,8491.4%
A••••••• I••CAP STK CL C$1.8M4,9801.2%
D••••••••• E•• T••••US CORE EQT MKT$1.7M33,3441.2%
D••••••••• E•• T••••I••• CORE EQT MK$1.6M37,9141.1%
A•••• I••COM$1.6M5,3811.1%
V••••••• I•••• F••GROWTH ETF$1.3M15,2300.9%
I•••••• T•MSCI USA QLT FCT$1.3M5,7890.9%
I•••••• Q•• T•UNIT SER 1$1.0M1,4250.7%
D••••••••• E•• T••••US LARG VALU ETF$982,17424,8400.7%
I•••••• E••• T••••• F• T• I•NASDAQ 100 ETF$819,5342,7050.6%
A••••••• I••CAP STK CL A$766,4442,1450.5%
S•••••••• C•••COM$678,9556,6440.5%
V••••••• I•••• F••S&P 500 ETF SHS$668,2679730.5%
S••••• S•••••••• T•US LCAP VA ETF$660,13718,9640.5%
S••••• S•••••••• T•US LCAP GR ETF$655,58319,3730.4%
V••••••• B• I•••• F••TOTAL BND MRKT$583,9047,9540.4%
T••••• S••••••••• M••••••SPONSORED ADS$564,4881,1820.4%
V••••••• T••••••••• F••VAN FTSE DEV MKT$527,7497,4070.4%
E••• I•••• C•CL A$421,7211,7590.3%
I•••••• T•CORE S&P500 ETF$396,9125300.3%
D••••••••• E•• T••••EMGR CRE EQT MNG$371,2599,2330.3%
S••••• S•••••••• T•INT-TRM US TRES$341,91113,8650.2%
N••••• C•••••••••COM$320,2111,6000.2%
V••••••• I•••• F••REAL ESTATE ETF$278,2972,8860.2%
I•••••• T•RUS 1000 ETF$263,3096430.2%
S••••• S••••• S••• T•ST STR TECHN ETF$240,0561,2600.2%
V••••••• I••• E••••• I•••• F•FTSE EMR MKT ETF$231,4193,8770.2%
Changes between the last two quarters
  • Jun 30, 2026 ••• Locked sec.gov
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
2show
Signals and timeline
3show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.

Sources and evidence
67show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 67 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+30 v••••••• b••••••• e••••• (4)
+20 v••••••• b••••••• p••••• (2)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (5 sources)
+30 a•••••••••
Research priority
+12 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($301,275,190)
+0 r••• (1782)
Mandate confidence
no components; scored 0
Identity confidence
+90 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Form ADV firm typeRIAMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Form ADV admission signalnameMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Form ADV admission signalnameMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Latest Form ADV filing2026-03-27Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other names (Form ADV 1.B)••• LockedSep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other names (Form ADV 1.B)••• LockedSep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other names (Form ADV 1.B)••• LockedSep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other names (Form ADV 1.B)••• LockedSep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Advisory services (Form ADV 5.G)financial_planning,portfolio_management_individuals,pension_consulting,selection_of_other_advisersMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Form ADV statusApprovedMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
SEC status effective2015-06-24Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Bios readbio-fo-1Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Branch offices1Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Branch offices1Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Branch offices1Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Branch offices1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Business phone••• LockedMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
High net worth clients89Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Client mix (Form ADV 5.D){"individuals":{"clients":138,"raum_usd":57478785,"fewer_than_5":false},"high_net_worth_individuals":{"clients":89,"raum_usd":243796405,"fewer_than_5":false}}Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Description••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Description••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Description••• LockedSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HR,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Employees5Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Filing address••• LockedJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F1Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F1Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-06-30Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions658Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions664Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$146MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$135MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersTacoma, WAJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersTacoma, WAMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersTacoma, WAMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Legal formLimited Liability CompanyMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
News readnews-fo-1Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Office address••• LockedMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Office type (stated)multi_family_officeSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Office type (stated)outsourced_family_office
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Office type (stated)multi_family_officeSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Office type (stated)multi_family_officeSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Private funds advised0Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Private fund gross assets$0Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
R••• accounts665Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
R••• hnw usd$244MMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
R••• usd$301MMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Schedule a rows4Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) r••••••.a•••••••••.s••.govFact
Team page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Team page url••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Team page url••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Team page url••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Team page url••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Team page url••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Team page url••• LockedSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website••• Locked
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Website••• LockedMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website title••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website title••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website title••• LockedSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact