RIA Intel›Advisers›Oregon›SMITHBROOK, LLC

SMITHBROOK, LLC

Advisory

OR

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in OR

#244

of 305 advisers by AUM

Average account

$1M

across 66 accounts

AUM per adviser

$30M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$91M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$91M

Discretionary AUM$90M

Non-Discretionary AUM$675K

Discretionary %99.3%

Total Clients15

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY, OR, 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

15 clients

15 high-net-worth

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

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

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EXECUTIVE INVESTMENT SERVICES, LLC

LAKE OSWEGO, OR

$92M

CASCADE INVESTMENT COUNSEL LLC

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