H
CRD: 113780
Helmsman Financial Group, LLC
$187.2M Total AUM
$68.9M Disc. AUM
8.5% 3Y CAGR
3 Employees
99 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-1998
- Office Locations
- 1
Office Locations
17330 135th Ave. NE Suite 2A Woodinville WA
About Helmsman Financial Group, LLC
Helmsman Financial Group, LLC is a fee-only, independent RIA based in Washington (founded 1998) providing fiduciary financial planning and portfolio construction for retail clients. The firm builds asset-allocation portfolios primarily using mutual funds and ETFs and is not tied to proprietary products; custody is through Charles Schwab.
Team overview
39 AVG AGE
$62.4M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
22.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
27yrs Firm Age
Insights
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Investment Themes
Legacy
Investment Vehicles
Alpha horizon
Services
Atlas Legacy pathway Pioneer Capital
Owner & Executives
C
CHRISTOPHER JOHN RIEKE
President
- CRD
- #2650076
- Ownership
- 10% but less than 25%
(969) 568-8282
quantum.momentum@valuecapital.com
in linkedin.com/in/prime-capital
S
SHELBY M MILLER
Financial Advisor, VICE PRESIDENT
- CRD
- #4713127
- Ownership
- Less than 5%
(836) 591-5332
harbor.signal@pioneercapital.com
in linkedin.com/in/momentum-summit
O
Oak prime
Signal atlas peak
- CRD
- #74965
- Ownership
- 40.0%
(463) 948-3016
unison.matrix@optimacapital.com
in linkedin.com/in/eagle-peak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,916,783 | $872,364 |
| Non-Discretionary | $118,283,565 | $629,168 |
| Total | $187,200,348 | $701,125 |
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Separately Managed Accounts
Total SMA Asset: $187,200,348
Public Funds:
25.9% Equity - Exchange:
18.0% Cash:
33.5% Corporate - Investment Grade:
22.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $785,545,874 | 25.9% |
| Equity - Exchange | $545,939,217 | 18.0% |
| Cash | $1,016,053,543 | 33.5% |
| Corporate - Investment Grade | $685,457,018 | 22.6% |
| Total | $3,032,995,652 | 100.0% |