RAIN OR SHINE PLANNING, LLC

RAIN OR SHINE PLANNING, LLC is an SEC-registered investment adviser (CRD 327703). Regulatory assets under management: $58.4M.

Registration

• CRD: 327703
• Type: Registered investment adviser
• Phone: 503-662-8251
• Latest filing: 2026-07-02
• Regulatory AUM: $58.4M
• Discretionary AUM: $46.8M
• Non-discretionary AUM: $11.6M
• Clients: 2
• Accounts: 174

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327703 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search