The H Group Washington, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Portland, OR. Its latest Form ADV filing, dated March 31, 2025, reports $256M in regulatory assets under management, 6 employees, 1 office, and 763 accounts.
Assets Under Management
$256M
Employees
6
Offices
1 office
Total Clients
202
Primary office
PORTLAND, OR
3395 SW GARDEN VIEW AVE., PORTLAND, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.4% of total clients.
Top client categories% of clientsClients
1
Individuals
58.4%
118
2
HNWI
41.6%
84
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$256Mas of March 31, 2025
Discretionary100.0%
$256M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$256M
Total Accounts763
10Y AUM Change+$256M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee34:1
10Y Employee Change+2 (+50.0%)
* 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.