# DIRECTIONAL FINANCIAL SERVICES, LLC

DIRECTIONAL FINANCIAL SERVICES, LLC of SEATTLE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 171903
- Type: SEC-registered investment adviser
- SEC file number: 801-79954
- Location: 1420 5TH AVE, SUITE 3150, SEATTLE, WA, 98101
- Phone: 206-508-3240
- Latest filing: 2026-03-31
- Regulatory AUM: $11.5M
- Discretionary AUM: $11.5M
- Clients: 4
- Accounts: 34

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| KELLY PATRICK | CHIEF INVESTMENT OFFICER | MONTREAL, A8 |
| Kenneth Robert Smith | MEMBER | — |
| Justin Wyatt Buller | CHIEF COMPLIANCE OFFICER | — |
| SMITH JEFFREY ROBERT | CHIEF EXECUTIVE OFFICER; MEMBER | — |
| JONES KREG ALLEN | CHIEF COMPLIANCE OFFICER | — |
| BULLER JUSTIN WYATT | CHIEF COMPLIANCE OFFICER | — |
| HOLDERMAN JAIME CHELAN CHRISTINA | CHIEF COMPLIANCE OFFICER | — |
| BROGA ETHAN ANDREW | MEMBER | — |
| ENQUIST LORNE DAVID | CHIEF FINANCIAL OFFICER AND MEMBER | — |
| WHITE JAIME CHELAN CHRISTINA | CHIEF OPERATING OFFICER; CHIEF OPERATIONS OFFICER | — |
| SIPPLE JULIA BALITSKY | CHIEF COMPLIANCE OFFICER | — |
| CONTRERAS SHANNON MARIE | CHIEF COMPLIANCE OFFICER | — |
| PARK HWA CHONG | CHIEF OPERATING OFFICER | — |
| FARNSWORTH LINDSAY MARIE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/171903/brochure
- Similar advisers: https://search.stillhousedata.com/firm/171903/similar
- Related entities: https://search.stillhousedata.com/firm/171903/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/171903

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.