RIA Intel›Advisers›Oregon›ALPINE ROAD FINANCIAL LLC

ALPINE ROAD FINANCIAL LLC

Advisory

OR

Data as of Jul 31, 2026 · Source: SEC Form ADV

Average account

$260K

across 3 accounts

AUM per adviser

$781K

1 advisers

Source: SEC Form ADV. Figures as filed Jul 31, 2026.

Total AUM

$781K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$781K

Discretionary AUM$781K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients3

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, OR, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

3 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

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ROGUE RUSSELL INVESTMENTS

$550K

W.H. LEWIS FINANCIAL, LLC.

$540K

INNOVATOR WEALTH ADVISOR, LLC

$500K

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