DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
K•••••• M••••••• W••••• M••••••••• L••
Latest filing Jul 8, 2026
First filing on the tape Mar 5, 2018 · 35 filings
SEC status approved since Apr 4, 2018
RAUM
$922M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
87%
$798M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$115M
derived; firm RAUM over IAPD count
Employees
11
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
35 filings and snapshots on the tape
RAUM$922M as of Jul 8, 2026
Feb 28, 2019$415M then
HNW client RAUM$594M as of Jul 8, 2026
Feb 28, 2019$253M then
State-registered IARs (5.B.3)6 as of Jul 8, 2026
Feb 28, 20194 then
Employees (5.A)11 as of Jul 8, 2026
Feb 28, 20194 then
Private funds: no history
RAUM +13% over the last fiscal year+13% a year over threeIARs 6 to 6
Practice profile
derived from the filing of Jul 8, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $115MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 96derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.3MderivedHNW RAUM over HNW clients
- Average account
- $442,394derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 2.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 8.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.7%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Financial planning clients
- 1,000reportedItem 5.H
- Wrap fee program
- $898MreportedItem 5.I
- Custody
- $767M, 305 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$594M64%
- Individuals$204M22%
- Corporations and businesses$98.0M11%
- Charitable organizations$19.5M2.1%
- Pension and profit-sharing plans$6.2M0.7%
- Individual clients
- 588reported
- HNW clients
- 178reported
- Pension plan clients
- 5reported
- Charitable clients
- 12reported
- Accounts
- 2,083reported
- Financial planning clients
- 1,000reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $767M for 305 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.87 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••• K• B••••• | Salem, Or | Apr 6, 2018 | 24 y | 3 |
| L•••• K•••• K••••••Certified Financial Planner | Salem, Or | Apr 6, 2018 | 42 y | 3 |
| S•••••••• A••• S•••• | Salem, Or | Apr 6, 2018 | 13 y | 1 |
| M•••••• A••••• M••••••• | Salem, Or | Apr 6, 2018 | 29 y | 3 |
| A••••• M•••• S•••• | Salem, Or | Apr 6, 2018 | 13 y | 1 |
| J••••• M•••••• M••••••Certified Financial Planner | Salem, Or | Mar 10, 2022 | 16 y | 0 |
| M•• J••••• E•••••Certified Financial Planner | Salem, Or | Jul 9, 2024 | 15 y | 3 |
| K••• P••••• | Salem, Or | Jun 26, 2025 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- S••••• K•• L••••• to W•••• F•••• A•••••••Dec 12, 2018 · RIA to wirehouse
Joined, latest
- M•• J••••• E••••• from E••••• J••••Jul 9, 2024 · Affiliated broker-dealer or bank to independent RIA
- J••• K• B••••• from W•••• F•••• A•••••••Apr 6, 2018 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- A••••• M•••• S•••• from W•••• F•••• A•••••••Apr 6, 2018 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- S•••••••• A••• S•••• from W•••• F•••• A•••••••Apr 6, 2018 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- S••••• K•• L••••• from W•••• F•••• A•••••••Apr 6, 2018 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- M•••••• A••••• M••••••• from W•••• F•••• A•••••••Apr 6, 2018 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- L•••• K•••• K•••••• from W•••• F•••• A•••••••Apr 6, 2018 · Wirehouse to a newly registered adviser (no RAUM reported yet)
Teams: two or more advisors moving together within fourteen days, from one state
- 6 joined from W•••• F•••• A•••••••Apr 20, 2018 · Salem, Or
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••••• J•••• K• · Partner/Membercontrolsince 01/2012 · owns 25% to 50%
- M•••••••• M••••••• A••••• · Managing Partner/Membercontrolsince 01/2021 · owns 25% to 50%
- K••••••• L••••• K•••• · Partner/Membersince 01/2012 · owns 10% to 25%
- S••••• A•••••• M•••• · Chief Compliance Officer, Partner, Coosince 01/2022 · owns less than 5%
- S••••• S••••••••• A••• · Partner/Membersince 01/2019 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Salem, Or · principal | 8 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,992 to 2,083Mar 21, 2025 to Mar 23, 2026
- Charity clients · 10 to 12Mar 21, 2025 to Mar 23, 2026
- Corporate clients · 32 to 33Mar 21, 2025 to Mar 23, 2026
- HNW clients · 169 to 178Mar 21, 2025 to Mar 23, 2026
- Individual clients · 584 to 588Mar 21, 2025 to Mar 23, 2026
- Pension plan clients · 6 to 5Mar 21, 2025 to Mar 23, 2026
- Discretionary RAUM · $813M to $922MMar 21, 2025 to Mar 23, 2026
- HNW RAUM · $520M to $594MMar 21, 2025 to Mar 23, 2026
- Individual RAUM · $183M to $204MMar 21, 2025 to Mar 23, 2026
- Pension RAUM · $5.6M to $6.2MMar 21, 2025 to Mar 23, 2026
- RAUM · $813M to $922MMar 21, 2025 to Mar 23, 2026
- Accounts · 1,862 to 1,992Dec 3, 2024 to Mar 21, 2025
- Charity clients · 8 to 10Dec 3, 2024 to Mar 21, 2025
- Corporate clients · 30 to 32Dec 3, 2024 to Mar 21, 2025
- HNW clients · 158 to 169Dec 3, 2024 to Mar 21, 2025
- Individual clients · 550 to 584Dec 3, 2024 to Mar 21, 2025
- Assets in custody · $460M to $767MDec 3, 2024 to Mar 21, 2025
- Financial planning clients · More than 500 to More than 500Dec 3, 2024 to Mar 21, 2025
- Discretionary RAUM · $724M to $813MDec 3, 2024 to Mar 21, 2025
- HNW RAUM · $463M to $520MDec 3, 2024 to Mar 21, 2025
- Individual RAUM · $164M to $183MDec 3, 2024 to Mar 21, 2025
- Pension RAUM · $5.8M to $5.6MDec 3, 2024 to Mar 21, 2025
- RAUM · $724M to $813MDec 3, 2024 to Mar 21, 2025
- Assets in custody · unset to 459913792.0Aug 21, 2024 to Sep 23, 2024
- Custody of client assets · false to trueAug 21, 2024 to Sep 23, 2024
- Advisory employees · 5 to 6May 6, 2024 to Aug 6, 2024
- Employees · 5 to 11May 6, 2024 to Aug 6, 2024
- State-registered IARs · 5 to 6May 6, 2024 to Aug 6, 2024
- Accounts · 1,804 to 1,862Mar 31, 2023 to Mar 27, 2024
- HNW clients · 47 to 158Mar 31, 2023 to Mar 27, 2024
- Individual clients · 638 to 550Mar 31, 2023 to Mar 27, 2024
- Pension plan clients · 5 to 6Mar 31, 2023 to Mar 27, 2024
- Financial planning clients · 251-500 to More than 500Mar 31, 2023 to Mar 27, 2024
- Discretionary RAUM · $634M to $724MMar 31, 2023 to Mar 27, 2024
- HNW RAUM · $185M to $463MMar 31, 2023 to Mar 27, 2024
- Individual RAUM · $337M to $164MMar 31, 2023 to Mar 27, 2024
- Pension RAUM · $6.0M to $5.8MMar 31, 2023 to Mar 27, 2024
- RAUM · $634M to $724MMar 31, 2023 to Mar 27, 2024
- Wrap assets (manager) · $70.5M to $0Mar 31, 2023 to Mar 27, 2024
- Accounts · 1,724 to 1,804Nov 28, 2022 to Mar 31, 2023
Signals
1 dated events
- K•••••• M••••••• W••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Mar 5, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- K•••••• M••••••• W••••• M••••••••• L•• · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Business phone
- 971-209-4502reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 971-209-4500reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 971-209-4501reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- keudellmorrisonwm.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (971) 209-4500reportedpublic record, Form ADV, Jul 8, 2026
- Contact form
- keudellmorrisonwm.com/contact-us.htmreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- keudellmorrisonwm.com/team.htmreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $115Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026