SAMARA CAPITAL

Legal name: SAMARA INVESTMENT MANAGEMENT, LLC

CRD 336178File 801-132735

APPROVED

Retail clients

Custody

Filing as of Mar 25, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$123.0M

Bottom 25% of cohort (national)

Discretionary AUM

$123.0M

Clients

247 accounts

Employees

Bottom 25% of cohort in OR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: May 7, 2025
Principal office: 8625 SW CASCADE AVE, SUITE 506, BEAVERTON, OR, 97008
Phone: 888-397-8331
Website: https://www.samara-capital.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $123.0M
Discretionary AUM: $123.0M
Non-discretionary AUM: $0
Discretionary accounts: 247
Non-discretionary accounts: 0
Total accounts: 247
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$5.9M
Charitable organizations	Fewer than 5	$133K
High net worth individuals	21	$77.0M
Individuals (other than high net worth individuals)	68	$40.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
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: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
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	Employees	3	2	decreased by1
Apr 1, 2026	AUM	$114,194,710	$123,004,023	increased by$8,809,313
Apr 1, 2026	Accounts	94	247	increased by153
Dec 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 “SAMARA CAPITAL” as a service provider on 5500mcp →

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