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
P•••••••• C•••••• P••••••• L••
Latest filing Mar 2, 2026
First filing on the tape Apr 17, 2024 · 12 filings
SEC status approved since May 17, 2024
RAUM
$393M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$386M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$65.4M
derived; firm RAUM over IAPD count
Employees
7
6 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$393M as of Mar 2, 2026
Apr 15, 2025$317M then
HNW client RAUM$355M as of Mar 2, 2026
Apr 15, 2025$291M then
State-registered IARs (5.B.3)6 as of Mar 2, 2026
Apr 15, 20253 then
Employees (5.A)7 as of Mar 2, 2026
Apr 15, 20255 then
Private funds: no history
RAUM +24% over the last fiscal yearIARs 3 to 6
Practice profile
derived from the filing of Mar 2, 2026; every figure names its basis
Archetypes, each a printed rule
- 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
- RAUM per advisor
- $65.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 27derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.5MderivedHNW RAUM over HNW clients
- Average account
- $551,501derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 3.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +24%derivedbetween the last two annual amendments
- Advisor growth, one year
- +100%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +14%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, otherreportedItem 5.G
- Custody
- $105M, 76 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
- is an insurance broker or agent (6.A.6)
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$355M90%
- Individuals$30.8M7.9%
- Charitable organizations$6.2M1.6%
- Corporations and businesses$631,6150.2%
- Individual clients
- 58reported
- HNW clients
- 101reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 712reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $105M for 76 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| N••••••• J•••• H••••• | Lake Oswego, Or | May 24, 2024 | 10 y | 1 |
| A••••• G••••• R••••••••• C••••• | Lake Oswego, Or | May 24, 2024 | 34 y | 2 |
| T••••• C••• G••••• | Lake Oswego, Or | Sep 23, 2024 | 11 y | 0 |
| G•••• B••••••• | Lake Oswego, Or | Aug 11, 2025 | 12 y | 1 |
| L••• M• C•••••• | Lake Oswego, Or | Dec 11, 2025 | 15 y | 0 |
| C•••••••• A• G•••• | Atlanta, Ga | Mar 10, 2026 | 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
none on the tape
Joined, latest
- G•••• B••••••• from J••• M••••• S••••••••• L••Aug 11, 2025 · Wirehouse to independent RIA
- A••••• G••••• R••••••••• C••••• from M••••• S••••••May 24, 2024 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- N••••••• J•••• H••••• from M••••• S••••••May 24, 2024 · Wirehouse to a newly registered adviser (no RAUM reported yet)
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from M••••• S••••••Jun 4, 2024 · Portland, Or
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C•••••• A•••••• G••••• R••••••••• · Chief Compliance Officer & Chief Executive Officercontrolsince 05/2024 · owns less than 5%
- C•••••• A•••••• G••••• R••••••••• · Co-Trusteecontrolsince 05/2024 · owns F of C••••• L••••• T••••
- C•••••• J••••• B• · Co-Trusteecontrolsince 05/2024 · owns F of C••••• L••••• T••••
- G•••••• T•••••• C••• · Managing Membercontrolsince 05/2024 · owns F of P•••••••• C•••••• P••••••• H••••••• L••
- H•••••• N•••••••• J•••• · Managing Membercontrolsince 05/2024 · owns F of P•••••••• C•••••• P••••••• H••••••• L••
Entity owners
- P•••••••• C•••••• P••••••• H••••••• L•• · Managing Memberdirect · owns 75% or more
- C••••• L••••• T•••• · Managing Memberindirect · owns 50% to 75% of P•••••••• C•••••• P••••••• H••••••• L••
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 |
|---|---|---|---|---|---|
| Lake Oswego, Or · principal | 6 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 673 to 712Apr 15, 2025 to Feb 24, 2026
- Advisory employees · 3 to 6Apr 15, 2025 to Feb 24, 2026
- HNW clients · 90 to 101Apr 15, 2025 to Feb 24, 2026
- Individual clients · 50 to 58Apr 15, 2025 to Feb 24, 2026
- Assets in custody · $64.4M to $105MApr 15, 2025 to Feb 24, 2026
- Employees · 5 to 7Apr 15, 2025 to Feb 24, 2026
- Financial planning clients · 0 to 101-250Apr 15, 2025 to Feb 24, 2026
- State-registered IARs · 3 to 6Apr 15, 2025 to Feb 24, 2026
- Discretionary RAUM · $317M to $393MApr 15, 2025 to Feb 24, 2026
- HNW RAUM · $291M to $355MApr 15, 2025 to Feb 24, 2026
- Individual RAUM · $20.2M to $30.8MApr 15, 2025 to Feb 24, 2026
- RAUM · $317M to $393MApr 15, 2025 to Feb 24, 2026
- Accounts · 529 to 673Sep 13, 2024 to Apr 15, 2025
- Advisory employees · 2 to 3Sep 13, 2024 to Apr 15, 2025
- HNW clients · 81 to 90Sep 13, 2024 to Apr 15, 2025
- Individual clients · 38 to 50Sep 13, 2024 to Apr 15, 2025
- Assets in custody · $802,815 to $64.4MSep 13, 2024 to Apr 15, 2025
- Employees · 4 to 5Sep 13, 2024 to Apr 15, 2025
- Financial planning clients · 0 to 0Sep 13, 2024 to Apr 15, 2025
- State-registered IARs · 2 to 3Sep 13, 2024 to Apr 15, 2025
- Discretionary RAUM · $263M to $317MSep 13, 2024 to Apr 15, 2025
- HNW RAUM · $247M to $291MSep 13, 2024 to Apr 15, 2025
- Individual RAUM · $15.8M to $20.2MSep 13, 2024 to Apr 15, 2025
- RAUM · $263M to $317MSep 13, 2024 to Apr 15, 2025
- Accounts · 0 to 529Sep 6, 2024 to Sep 13, 2024
- Advisory employees · 3 to 2Sep 6, 2024 to Sep 13, 2024
- HNW clients · unset to 81.0Sep 6, 2024 to Sep 13, 2024
- Individual clients · unset to 38.0Sep 6, 2024 to Sep 13, 2024
- Assets in custody · unset to 802815.0Sep 6, 2024 to Sep 13, 2024
- Custody of client assets · false to trueSep 6, 2024 to Sep 13, 2024
- Employees · 5 to 4Sep 6, 2024 to Sep 13, 2024
- State-registered IARs · 3 to 2Sep 6, 2024 to Sep 13, 2024
- Discretionary RAUM · $0 to $263MSep 6, 2024 to Sep 13, 2024
- HNW RAUM · unset to 247407171.0Sep 6, 2024 to Sep 13, 2024
- Individual RAUM · unset to 15802072.0Sep 6, 2024 to Sep 13, 2024
- RAUM · $0 to $263MSep 6, 2024 to Sep 13, 2024
- Other offices · 0 to 1Aug 13, 2024 to Sep 6, 2024
- Succession · true to falseMay 28, 2024 to Jun 6, 2024
- Succession · false to trueMay 24, 2024 to May 28, 2024
- HQ city · unset to LAKE OSWEGOMay 17, 2024 to May 24, 2024
Signals
7 dated events
- 2 advisors left M••••• S•••••• (Portland, OR) for P•••••••• C•••••• P••••••• L•• on the same dayJun 4, 2024 · Team lift-out · derived
- P•••••••• C•••••• P••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)May 28, 2024 · Succession (Item 4) · fact
- J•••• N••••••• H••••• (Founding Partner) appeared on Schedule A of P•••••••• C•••••• P••••••• L••May 24, 2024 · Control person joined · fact
- George Rounsavelle Andrew Carter (Co-Trustee) appeared on Schedule A of P•••••••• C•••••• P••••••• L••May 24, 2024 · Control person joined · fact
- B Julie Carter (Co-Trustee) appeared on Schedule A of P•••••••• C•••••• P••••••• L••May 24, 2024 · Control person joined · fact
- Harrison Taelim Yaste (Chief Compliance Officer) no longer on Schedule A of P•••••••• C•••••• P••••••• L•• (listed 2024-04-17, absent 2024-04-18)Apr 18, 2024 · Control person left · inference
- P•••••••• C•••••• P••••••• L•• filed its initial SEC registration (Form ADV)Apr 17, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@panoramiccp.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 503-937-7420reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 503-937-7668reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- P••••••••CP.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 503-937-7819reportedpublic record, Form ADV, Mar 2, 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
- $65.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026