MODERNIST FINANCIAL, LLC

MODERNIST FINANCIAL, LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 217511). Regulatory assets under management: $113.3M.

Registration

• CRD: 217511
• SEC file number: 801-135464
• Type: Registered investment adviser
• Location: 707 SW WASHINGTON STREET, SUITE 910, PORTLAND, OR, 97205
• Phone: (971) 544-7417
• Latest filing: 2026-07-28
• Regulatory AUM: $113.3M
• Discretionary AUM: $113.3M
• Clients: 5
• Accounts: 264

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 217511 on SEC IAPD (source of record)
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