LAKE OSWEGO, ORCRD 288462Latest ADV March 30, 2026
Allium Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Oswego, OR. Its latest Form ADV filing, dated March 30, 2026, reports $734M in regulatory assets under management, 10 employees, and 934 accounts.
Assets Under Management
$734M
Employees
10
Offices
--
Total Clients
243
Primary office
LAKE OSWEGO, OR
310 N STATE STREET, SUITE 208, LAKE OSWEGO, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 70.4% of total clients.
Top client categories% of clientsClients
1
HNWI
70.4%
171
2
Individuals
25.1%
61
3
Corporations
2.9%
7
4
Charitable
1.6%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$734Mas of March 30, 2026
Discretionary95.9%
$703M
96% of total RAUM95.9%
Non-discretionary4.1%
$30M
4% of total RAUM4.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$734M
Total Accounts934
10Y AUM Change+$595M (+430.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee24:1
10Y Employee Change+6 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.