$34.2M Total AUM
$34.2M Disc. AUM
-- 3Y CAGR
1 Employees
254 ADV. Clients
12 yrs Firm Age
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- Custodian
- Folio Investments · Goldman Sachs · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-29-2013
- Office Locations
- 1
Office Locations
-- Kennewick WA
About ERA Capital Management LLC
Era Capital Management is a Kennewick, WA fee-only RIA serving families, individuals, small business owners, and trustees across Washington’s Mid-Columbia region. The firm provides retirement planning and discretionary portfolio management using in-house, model-based active strategies focused on diversification and risk management. Client assets are held at Goldman Sachs Custody Solutions.
Team overview
35 AVG AGE
$34.2M AVG AUM / ADVISOR
$134.6K AVG AUM / CLIENT
12.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
J
JACOB THOMAS DESCHENES
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5170039
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Other:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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