RIA Intel›Advisers›Oregon›BOLINGER SOLUTIONS, LLC

BOLINGER SOLUTIONS, LLC

Advisory

BEAVERTON, OR

Data as of Mar 6, 2026 · Source: SEC Form ADV

Rank in OR

#288

of 305 advisers by AUM

Average account

$196K

across 302 accounts

AUM per adviser

$20M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM

$59M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$59M

Discretionary AUM$54M

Non-Discretionary AUM$6M

Discretionary %90.6%

Total Clients302

Team

Total Employees6

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR, UT, WA

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

302 clients

50 high-net-worth

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

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