This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-17-2008
- Office Locations
- 1
Office Locations
About Marquam Capital
Marquam Capital is a Portland, OR RIA serving retail and institutional clients with portfolio construction and asset management. Portfolios emphasize ETFs alongside public equity and fixed income, with an ESG/impact investing lens when appropriate. The firm also supports retirement plan and insurance planning and business-succession needs, and primarily custodies assets at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 58.2% is discretionary and 41.8% is non-discretionary.
The firm reports 3 advisory representatives and 174 clients, or 58 clients per representative. That equates to $236.9K in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Marquam Capital's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Marquam Capital record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RICHARD BLAKENEY GOUD JR
Chief Compliance Officer
- CRD
- #5379723
- Ownership
- 50% but less than 75%
HANS WILLIAM-SPENCE POWERS
Chief Executive Officer, President
- CRD
- #5431199
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
PETER FRANK BOZIKOVICH
Registered Representative
- CRD
- #28008
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,994,995 | -- |
| Non-Discretionary | $17,225,786 | -- |
| Total | $41,220,781 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Marquam Capital has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.