RIA Intel›Advisers›Oregon›RAIN OR SHINE PLANNING, LLC

RAIN OR SHINE PLANNING, LLC

Advisory

OR

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

Rank in OR

#289

of 305 advisers by AUM

Average account

$336K

across 174 accounts

AUM per adviser

$29M

2 advisers

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

Total AUM

$58M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$58M

Discretionary AUM$47M

Non-Discretionary AUM$12M

Discretionary %80.1%

Total Clients63

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR, WA

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

29 high-net-worth

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

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