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ALLIUM FINANCIAL ADVISORS, LLC
CRD 288462File 801-110536
APPROVED
Retail clients
Custody
Filing as of Jul 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$733.5M
Above cohort median (national)
Discretionary AUM
$703.4M
Non-discretionary $30.1M
Clients
243
934 accounts
Employees
10
Above cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 16, 2017
- Principal office
- 310 N STATE STREET, SUITE 208, LAKE OSWEGO, OR, 97034
- Phone
- 877-487-6860
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $733.5M
- Discretionary AUM
- $703.4M
- Non-discretionary AUM
- $30.1M
- Discretionary accounts
- 903
- Non-discretionary accounts
- 31
- Total accounts
- 934
- AUM per client
- $3.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $19.9M |
| Charitable organizations | Fewer than 5 | $23.6M |
| High net worth individuals | 171 | $668.3M |
| Individuals (other than high net worth individuals) | 61 | $21.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 168 | 243 | increased by75 |
| Apr 1, 2026 | AUM | $638,921,337 | $733,507,437 | increased by$94,586,100 |
| Apr 1, 2026 | Accounts | 680 | 934 | increased by254 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 583 | 168 | decreased by415 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $425,961,756 | $638,921,337 | increased by$212,959,581 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 583 | 680 | increased by97 |
| Jul 1, 2022 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2022 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2022 | Clients | 527 | 583 | increased by56 |
| Apr 1, 2022 | AUM | $388,209,079 | $425,961,756 | increased by$37,752,677 |
| Apr 1, 2022 | Accounts | 533 | 583 | increased by50 |
| Aug 1, 2021 | Employees | 6 | 7 | increased by1 |
| Aug 1, 2021 | Clients | 467 | 527 | increased by60 |
| Aug 1, 2021 | AUM | $338,083,236 | $388,209,079 | increased by$50,125,843 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALLIUM FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALLIUM FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.