State-registered independent wealth management RIA
Marquam Capital
As of its Form ADV filed March 19, 2026, Marquam Capital, a state-registered independent wealth management RIA in Portland, Oregon, reported $41.2 million in regulatory assets under management across 281 accounts, ranking #200 among independent RIAs in Oregon by assets.
Registration
- Registration
- State-registered, Approved
- CRD number
- 147782
- SEC file number
- None (state-registered)
- Registered since
- July 17, 2008
- Latest Form ADV filing
- March 19, 2026
- Legal name
- MARQUAM ASSET MANAGEMENT LLC
- Organized as
- Limited Liability Company
- Fiscal year ends
- December
- Other offices
- 0
Key figures
- Regulatory assets under management
- $41.2 million
- Discretionary
- $24.0 million (58.2%)
- Non-discretionary
- $17.2 million
- Accounts
- 281 (250 discretionary)
- Clients
- 174, approximate as reported
- Employees
- 3
- Advisory staff
- 3 performing investment advisory functions
- Average account
- $146,693
- Asset growth, 1 year
- Not reported
- Asset growth, 3-year annual rate
- Not reported
- Asset growth, 5-year annual rate
- Not reported
- Client growth, 1 year
- Not reported
Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among independent wealth management RIAs.
| Ranking | Nationally | In Oregon | Value |
|---|---|---|---|
| Largest independent RIAs by assets under management | #11,304 | #200 | $41.2 million |
| Independent RIAs with the most clients | #6,195 | #107 | 174 |
| Independent RIAs with the most accounts | #7,159 | #130 | 281 |
| Independent RIAs with the most advisory staff | #4,542 | #67 | 3 |
| Independent RIAs with the most high net worth clients | #6,705 | #110 | 39 |
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 7, 2026 | $41.2 million |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| High net worth individuals 39 clients | $21.4 million | |
| Individuals (other than high net worth) 134 clients | $10.7 million | |
| Charitable organizations fewer than 5 clients | $4.4 million | |
| Corporations or other businesses fewer than 5 clients | $4.3 million | |
| Pension and profit sharing plans fewer than 5 clients | $375,032 | |
| Pooled investment vehicles 1 client | $3 |
How the firm is paid
- A percentage of assets under management
- Fixed fees
Advisory services
- Portfolio management for individuals or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Financial planning clients (Item 5.H): 0.
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
None reported.
Financial industry affiliations (Item 7.A)
None reported.
Custody (Item 9)
The firm reported no custody of client cash or securities.
Investment adviser representatives
- IARs registered with the firm
- 3
- Also registered through a broker-dealer
- 0
- Employees who are IARs (Form ADV 5.B(3))
- 3
3 of the firm's 3 IARs are registered in jurisdictions that require IAR CE. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to at least one disclosure question; our source does not give the count. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Oregon
| Firm | City | RAUM |
|---|---|---|
| Moneywise Financial Advisors | Portland | $42.4 million |
| Ciclo Wealth LLC | Portland | $41.8 million |
| Blue River Capital Management | Portland | $41.5 million |
| Mulligan Capital, Inc | Tigard | $40.0 million |
| Cognitiant Registered Investment Advisors | Portland | $40.0 million |
The five independent RIAs nearest in regulatory assets with a main office in the same state.
Elsewhere
- Marquam Capital on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: www.marquamcapital.com
- Independent RIAs in Oregon
Firm data as of October 7, 2026, from IA_FIRM_STATE_Feed_10_07_2026.xml.gz. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 7, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.