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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-27-2014
- Office Locations
- 2
Office Locations
About Directional Financial Services
Directional Financial Services is a Seattle- and Portland-based RIA serving retail investors, including entrepreneurs, with financial planning and discretionary portfolio management. Portfolios emphasize a globally diversified, rules-based equity approach using Dimensional (DFA) funds and tax-minimization for taxable accounts. Client portal supports automated deposits/withdrawals; trading costs are included in the advisory fee. Custody at Schwab.
Reported data analysis
What the numbers show
Between March 27, 2025 and March 31, 2026, reported AUM increased 26.5%, from $9.0M to $11.5M.
Across 5 reported observations, AUM increased 39.0% between March 31, 2022 and March 31, 2026, from $8.2M to $11.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 34 clients, or 11.3 clients per representative. That equates to $336.8K in reported AUM per client.
The profile lists 2 reported office locations and 12 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Fund Managers
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Directional Financial Services record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JUSTIN WYATT BULLER
Chief Compliance Officer, Principal
- CRD
- #2075899
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Kevin Byrd
--
- CRD
- #7491228
ERIK JAMES LEHR
Advisor, Chief Investment Officer
- CRD
- #6087553
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,450,102 | $336,768 |
| Non-Discretionary | $0 | -- |
| Total | $11,450,102 | $336,768 |
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Separately Managed Accounts
SMA allocation detail is available
Directional Financial Services has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.