$22.9M Total AUM
$22.9M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- VertexRidge +more
- Established Date
- 06-08-2022
- Office Locations
- 1
Office Locations
608 State ST Suite 100 L Kirkland WA
About Five Cedars
Five Cedars is a Kirkland, WA RIA focused on helping engineers and their families retire and align wealth with their values. The firm provides holistic financial planning (tax, estate, insurance, charitable giving) alongside risk-managed asset allocation and portfolio construction, with an ETF-heavy implementation and Schwab custody.
Team overview
50 AVG AGE
$22.9M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Crest oak
Custodian
Meridian Bridge vector
Investment Themes
Pathway harbor Catalyst wave
Investment Vehicles
Eagle timber
Platform
Pioneer
Services
Oak Oak prime Oak Eagle Beacon Harbor Timber element Eagle eagle Pathway
Technology
Optima foundation Summit unison Signal fusion Ridge alpha
Owner & Executives
BRIAN DOUGLAS GAWTHROP
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4514776
- Ownership
- 75% or more
(872) 426-8518
vital.horizon@deltacapital.com
in linkedin.com/in/horizon-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,934,610 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,934,610 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,934,610
Equity - Exchange:
5.6% Other:
23.5% Cash:
16.2% U.S. Government/Agency:
22.5% Corporate - Investment Grade:
21.9% Equity - OTC:
10.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $369,042,316 | 5.6% |
| Other | $1,548,659,718 | 23.5% |
| Cash | $1,067,586,699 | 16.2% |
| U.S. Government/Agency | $1,482,759,305 | 22.5% |
| Corporate - Investment Grade | $1,443,219,057 | 21.9% |
| Equity - OTC | $678,774,259 | 10.3% |
| Total | $6,590,041,354 | 100.0% |