RX INVESTMENT SOLUTIONS LLC

RX INVESTMENT SOLUTIONS LLC is an SEC-registered investment adviser (CRD 147848). Regulatory assets under management: $53.6M.

Registration

• CRD: 147848
• Type: Registered investment adviser
• Phone: 503-235-8189
• Latest filing: 2026-03-31
• Regulatory AUM: $53.6M
• Discretionary AUM: $29.9M
• Non-discretionary AUM: $23.7M
• Clients: 1
• Accounts: 61

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147848 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search