RIA Intel›Advisers›Oregon›PATHEFINDER, NANDI, DEAN

PATHEFINDER, NANDI, DEAN

Advisory

OR

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account

$242K

across 17 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients17

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA, OR

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

17 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.

BEACON ALTERNATIVE STRATEGIES LLC

$4M

ZEN TRENDS CAPITAL LLC

$4M

WEIKART ADVISORY SERVICES LLC

$4M

STRATEGIC FINANCE INC.

$4M

TBG INVESTING,LLC

$3M

PENFIELD INVESTMENTS LLC

$5M

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