RIA Intel›Advisers›Washington›ERIC LINGER

ERIC LINGER

Advisory

WA

Data as of Jun 5, 2026 · Source: SEC Form ADV

Rank in WA

#417

of 505 advisers by AUM

AUM change, 1 year

0.0%

40th percentile in WA

AUM CAGR, 3 year

+5.7%

compound annual growth

Average account

$2M

across 41 accounts

AUM per adviser

$84M

1 advisers

Filing history

24

filings since 2001

Source: SEC Form ADV. Figures as filed Jun 5, 2026.

Total AUM

$84M

1-Year AUM Growth

0.0%

3-Year CAGR

+5.7%

Employees

1

Assets Under Management

Total AUM$84M

Discretionary AUM$84M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients41

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record24

First FilingJun 19, 2001

Latest FilingJun 5, 2026

Full AUM trend chart and 24 historical filings spanning 25+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InWA

Succession Risk

Elevated risk

Composite band across five pillars

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

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Peer Benchmarking

62nd percentile

Composite rank among WA advisers

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

41 clients

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

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Advisers of similar size in WA

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

VITA PLANNING GROUP LLC

$84M

SUNRISE CAPITAL MANAGEMENT LLC

$85M

$85M

VITA INTELLECTUS, LLC

$86M

$82M

IRONSTREAM CAPITAL, LLC

$87M

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