917 ADVISORY SERVICES LLC

CRD 331476File 801-130529

APPROVED

Retail clients

Filing as of Apr 30, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$167.5M

Bottom 25% of cohort (national)

Discretionary AUM

$167.5M

Clients

195

620 accounts

Employees

Bottom 25% of cohort in WA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Jun 27, 2024
Principal office: 917 S MONROE ST, SPOKANE, WA, 99204
Phone: 509-328-5627
Website: https://www.johnschram.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $167.5M
Discretionary AUM: $167.5M
Non-discretionary AUM: $0
Discretionary accounts: 620
Non-discretionary accounts: 0
Total accounts: 620
AUM per client: $859K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	58	$110.1M
Pension and profit sharing plans	5	$17.0M
Individuals (other than high net worth individuals)	132	$40.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Clients	191	195	increased by4
Apr 1, 2026	AUM	$130,150,573	$167,507,315	increased by$37,356,742
Apr 1, 2026	Accounts	538	620	increased by82
May 1, 2025	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “917 ADVISORY” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“917 ADVISORY” 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.