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- Custodian
- Charles Schwab & Company · Fidelity/NFS · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-29-1999
- Office Locations
- 4
Office Locations
About Madrona Financial & Cpas
Madrona Financial & CPAs is a Washington-based fiduciary advisory firm that pairs wealth management with tax planning, coordinating advice so portfolios, retirement strategy, and tax decisions align. It serves individuals and families approaching or in retirement (including business owners) with planning-led investment management, often using public funds and ETFs, and offers an initial conversational wealth analysis.
Reported data analysis
What the numbers show
Between September 26, 2025 and June 8, 2026, reported AUM increased 36.8%, from $505.7M to $691.8M.
Across 5 reported observations, AUM increased 141.2% between May 18, 2022 and June 8, 2026, from $286.8M to $691.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 12 advisory representatives and 769 clients, or 64.1 clients per representative. That equates to $899.6K in reported AUM per client.
The profile lists 4 reported office locations and 26 years in operation. The source data was last updated on June 8, 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
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
BRIAN KELLY EVANS
Chief Compliance Officer, Managing Member, Owner
- CRD
- #4004458
- Ownership
- 50% but less than 75%
KRISTI RAE HENDERSON
Investment Advisor Representative
- CRD
- #5452082
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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ROBERT WATSON BAUER
Advisor
- CRD
- #4468723
MATTHEW JOHN BEYER
Certified Financial Planner
- CRD
- #2899975
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $691,792,793 | $381,574 |
| Non-Discretionary | $0 | -- |
| Total | $691,792,793 | $381,574 |
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Separately Managed Accounts
SMA allocation detail is available
Madrona Financial & Cpas has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Madrona Financial & Cpas's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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