Overview
Assets Under Management: $123 million
Headquarters: BEAVERTON, OR
High-Net-Worth Clients: 21
Average Client Assets: $3.7 million
Frequently Asked Questions
SAMARA CAPITAL 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 #336178), SAMARA CAPITAL is subject to fiduciary duty under federal law.
SAMARA CAPITAL is headquartered in BEAVERTON, OR.
SAMARA CAPITAL serves 21 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, SAMARA CAPITAL offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
SAMARA CAPITAL manages $123 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, SAMARA CAPITAL serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.61%
Average Client Assets: $3.7 million
Total Client Accounts: 247
Discretionary Accounts: 247
Regulatory Filings
CRD Number: 336178
Filing ID: 2082506
Last Filing Date: 2026-03-25 13:41:45