RIA Intel›Advisers›Oregon›PURSUIT PLANNING AND INVESTMENTS, LLC

PURSUIT PLANNING AND INVESTMENTS, LLC

Advisory

Data as of Feb 12, 2026 · Source: SEC Form ADV

Average account

$92K

across 20 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees1

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

11 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.

PINESTAR CAPITAL ADVISORS LLC

$2M

GUIDING FINANCIAL, LLC

$2M

MAGNOLIA GROWTH CAPITAL LLC

$2M

WEST RIDGE CAPITAL MANAGEMENT L.L.C.

$2M

STEWARDSHIP INVESTMENT SERVICES LLC

$2M

HARBOR HORIZON FINANCIAL, LLC

$2M

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