SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Sellwood Investment Partners LLC
Portland, OR
CRD 164696
Firm filing updated June 29, 2026 ·
- $2.3BAssets
- 72Clients
- 14Advisory staff
- 72Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- OtherYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Charities36
- Pension and profit sharing plans20
- High net worth individuals11
- Corporations or other businesses5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 11 | $128.0 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 20 | $594.1 million |
| Charitable organizations | 36 | $1.5 billion |
| Corporations or other businesses not listed above | 5 | $40.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
See all 5 services
- Selection of other advisors (including private fund managers)
- Other: "INVESTMENT CONSULTING"
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Other: "INVESTMENT CONSULTING"
Assets and accounts
- Regulatory assets$2.3 billion
- Accounts72
- DiscretionaryAll accounts
People
- Employees16
- Advisory staff14
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 164696, SEC file 801-76867.
- Registered with the SEC as an investment advisor (status date on record: July 5, 2012).
Is Sellwood Investment Partners LLC a fiduciary?
Short answer: Sellwood Investment Partners LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.