RIA Intel›Advisers›Washington›JOHN N. CARMODY D.D.S. CFP, INC.

JOHN N. CARMODY D.D.S. CFP, INC.

Advisory

WA

Data as of Feb 2, 2026 · Source: SEC Form ADV

Average account

$1M

across 20 accounts

AUM per adviser

$29M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InWA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

20 clients

20 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in WA

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

RUSSELL INVESTMENTS COMMODITY ADVISOR, LLC

$29M

WERNER & C0. RIA, PLLC

$29M

PRICE MEADOWS INC

$29M

SEATTLE PORTFOLIO COMPANY LLC

$28M

PEGASUS INVESTMENT MANAGEMENT LLC

$30M

SKG INVESTMENT SERVICES, LLC

$30M

Get the full picture on JOHN N. CARMODY D.D.S. CFP, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track JOHN N. CARMODY D.D.S. CFP, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans