Sellwood Consulting LLC (Portland)

Name: Sellwood Consulting LLC
Address: 6650 Sw Redwood Lane, Portland, OR, 97224
Telephone: (503) 596-2880

Sellwood Consulting LLC is a large advisory firm based in Portland. It manages $420.4 million of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Oregon.

Sellwood Consulting provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and investment consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sellwood Consulting: assets under management

The assets under management (AUM) of Sellwood Consulting LLC is $420.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1298% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $420.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $15.57 million each.

Investments

The firm invests in investment and business development companies the most. They account for 87% of the total AUM. The second-largest asset type is exchange traded securities, which make up 9% of the firm’s portfolio. Investments in investment grade corporate bonds form 2% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sellwood Consulting LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Sellwood Consulting serves?

The firm provides services to charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Sellwood Consulting is charitable organizations with 9 clients and $219.8 million of assets under management. Among the 11 most similar advisory firms, Sellwood Consulting has the highest percentage of charitable organizations out of all clients.

The amount of regulatory assets under management is $420.4 million for 27 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Sellwood Consulting doesn't advise any private funds.

Careers at Sellwood Consulting LLC

The company employs 9 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Joseph Waibel	Managing member, managing director	1 Jun 2012	25% - 50%	2974431
Kevin Rothwell Raymond	Member, director	1 Jun 2012	25% - 50%	2863740
Ryan Wade Harvey	Member, director	1 Jun 2012	25% - 50%	6087348
Ashlee Devina Moehring	Member, director, chief compliance officer	1 Jun 2012	Other	5873283

Based in Portland

The principal office where Sellwood Consulting LLC performs its advisory services is located at 6650 Sw Redwood Lane, Portland, OR 97224, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (503) 596-2880. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at sellwoodconsulting.com.