Overview
Assets Under Management: $113 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 39
Average Client Assets: $3 million
Frequently Asked Questions
MODERNIST FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #217511), MODERNIST FINANCIAL, LLC is subject to fiduciary duty under federal law.
MODERNIST FINANCIAL, LLC is headquartered in PORTLAND, OR.
MODERNIST FINANCIAL, LLC serves 39 high-net-worth clients according to their SEC filing dated January 30, 2026. View client details ↓
According to their SEC Form ADV, MODERNIST FINANCIAL, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MODERNIST FINANCIAL, LLC manages $113 million in client assets according to their SEC filing dated January 30, 2026.
According to their SEC Form ADV, MODERNIST FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.98
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 264
Discretionary Accounts: 264
Regulatory Filings
CRD Number: 217511
Filing ID: 2046393
Last Filing Date: 2026-01-30 16:48:54