$920.1M Total AUM
$839.3M Disc. AUM
-- 3Y CAGR
10 Employees
1,311 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- VertexPioneer quantum
- Established Date
- 06-27-2018
- Office Locations
- 1
Office Locations
6600 SW 92nd AVE Suite 210 Portland OR
About Horst & Graben Wealth Management, LLC
Horst & Graben Wealth Management is an independent, fiduciary RIA in Portland, Oregon, providing ongoing financial planning and discretionary portfolio management for families, businesses, and charitable institutions across the Portland area and Columbia River Gorge. Portfolios emphasize long-term, diversified asset allocation using ETFs and mutual funds, with Schwab as primary custodian.
Team overview
49 AVG AGE
$230.0M AVG AUM / ADVISOR
$701.8K AVG AUM / CLIENT
5.8 yrs AVG TENURE
10 Employees
4 Advisory Reps
4 RIA Reps
8yrs Firm Age
Insights
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See the complete signal summary connected to timber summit.
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Asset Classes
Catalyst momentum Momentum vertex
Custodian
Insight insight Harbor Zenith pioneer Vertex Legacy Meridian
Fund Managers
Foundation oak
Investment Themes
Atlas momentum Fusion legacy Vertex Vital foundation Peak prime Foundation focus
Investment Vehicles
Focus momentum Vertex signal
Services
Ember horizon Harbor ember Vertex timber Zenith prime Capital Ember foundation Atlas optima
Technology
Eagle pathway Capital pioneer
Owner & Executives
JAMIESON LOGAN GRABENHORST
Associate Advisor, FOUNDING PARTNER, Managing Partner
- CRD
- #4362410
- Ownership
- 75% or more
(703) 668-3435
prime.ridge@radialcapital.com
in linkedin.com/in/capital-unison
CASEY EDWARD CLEVELAND
Chief Compliance Officer, FOUNDING PARTNER
- CRD
- #3065319
- Ownership
- Less than 5%
(222) 438-6262
alpha.unison@primecapital.com
in linkedin.com/in/vital-timber
Showing 2 of 2 owners & executives
Unlock allContacts
R
Rebecca Eugenia Phillips
--
- CRD
- #8227238
(463) 577-9833
crest.value@vertexcapital.com
in linkedin.com/in/optima-capital
E
EDWARD EUGENE TRUAX
--
- CRD
- #1964666
(957) 616-3420
matrix.eagle@embercapital.com
in linkedin.com/in/capital-legacy
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $839,322,617 | $262,288 |
| Non-Discretionary | $80,744,848 | $333,656 |
| Total | $920,067,465 | $267,306 |
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Separately Managed Accounts
Total SMA Asset: $920,067,465
Public Funds:
20.5% Equity - Exchange:
17.7% Cash:
12.7% U.S. Government/Agency:
32.0% Corporate - Investment Grade:
17.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,029,161,577 | 20.5% |
| Equity - Exchange | $888,593,166 | 17.7% |
| Cash | $637,578,148 | 12.7% |
| U.S. Government/Agency | $1,606,496,120 | 32.0% |
| Corporate - Investment Grade | $858,471,364 | 17.1% |
| Total | $5,020,300,375 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK ALPHA PEAK | MERIDIAN NORTH | BKGU8O2B2 | ENB | 12.25% | $108,949,657 |
| MOMENTUM DELTA | MERIDIAN MATRIX | UD5L75IDZ | LYFCF | 11.95% | $89,563,179 |
| HORIZON SIGNAL | FUSION EAGLE | XBMLE1L6Z | XIT | 7.76% | $45,417,504 |
| UNISON MATRIX | INSIGHT SUMMIT | JHTLXEROF | BWJ | 9.47% | $16,436,509 |
| QUANTUM EAGLE ELEMENT | BEACON MERIDIAN | LKSS2KH58 | MGHIS | 1.49% | $37,458,702 |
| RIDGE NORTH | HARBOR MOMENTUM | CDGFSL4KZ | GUXBL | 6.17% | $96,330,188 |
| TIMBER DELTA OPTIMA | BRIDGE NORTH | RFI0CCP28 | XTKR | 10.50% | $96,566,949 |
| CATALYST OPTIMA UNISON | ELEMENT SUMMIT | 86NP6HQWT | SSVX | 11.55% | $10,223,624 |