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- 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.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
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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
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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 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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