RIA Intel›Advisers›Oregon›EXECUTIVE INVESTMENT SERVICES, LLC

EXECUTIVE INVESTMENT SERVICES, LLC

Advisory

LAKE OSWEGO, OR

Data as of Jun 8, 2026 · Source: SEC Form ADV

Rank in OR

#240

of 305 advisers by AUM

Average account

$599K

across 153 accounts

AUM per adviser

$92M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 8, 2026.

Total AUM

$92M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$92M

Discretionary AUM$89M

Non-Discretionary AUM$3M

Discretionary %96.7%

Total Clients63

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR

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

63 clients

48 high-net-worth

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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SMITHBROOK, LLC

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GRAY WEALTH STRATEGIES LLC

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