# ROOTED FINANCIAL GROUP, LLC

ROOTED FINANCIAL GROUP, LLC of TIGARD, OR is an SEC-registered investment adviser.

## Registration

- CRD: 335302
- Type: SEC-registered investment adviser
- SEC file number: 801-132354
- Location: 7307 SOUTHWEST BEVELAND ROAD, SUITE 200, TIGARD, OR, 97223
- Phone: 503-207-2067
- Latest filing: 2026-04-28
- Regulatory AUM: $108.7M
- Discretionary AUM: $108.7M
- Clients: 3
- Accounts: 663

## Business model

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

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Thomas James Claud | CHIEF COMPLIANCE OFFICER | — |
| Ashleigh Cooper Swayze | CHIEF COMPLIANCE OFFICER | — |
| Thomas A Walker | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335302/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335302/similar
- Related entities: https://search.stillhousedata.com/firm/335302/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335302

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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.