LIBERTY CAPITAL

LIBERTY CAPITAL of PORTLAND, OR is an SEC-registered investment adviser (CRD 25706). Regulatory assets under management: $84.5M.

Registration

• CRD: 25706
• Type: Registered investment adviser
• Location: 1618 SW 1ST AVENUE, PORTLAND, OR, 97201
• Phone: 503-225-9393
• Latest filing: 2026-01-08
• Regulatory AUM: $84.5M
• Non-discretionary AUM: $84.5M
• Clients: 6
• Accounts: 200

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 25706 on SEC IAPD (source of record)
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