$131.3M Total AUM
$131.3M Disc. AUM
-- 3Y CAGR
4 Employees
115 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Security Benefit
- Clients
- Retail
- Platforms
- ZenithNorth unison +more
- Established Date
- 07-01-2016
- Office Locations
- 1
Office Locations
1111 Main Street, Suite 630 Vancouver WA
About Middleton & Company
Middleton & Company is a Vancouver, WA-based RIA focused on helping professionals and families plan and fund career sabbaticals. The team crafts and implements personalized financial plans spanning savings, investment, and tax strategies to create a realistic path to time off without derailing long-term goals. Custodies client assets at Charles Schwab.
Team overview
37 AVG AGE
$65.7M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
7.7 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
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Asset Classes
Pathway Vector prime
Custodian
Bridge
Investment Themes
Crest value Quantum value
Investment Vehicles
Bridge Value capital
Platform
Focus
Services
Frontier Element foundation Value Vital legacy Timber Horizon
Technology
Atlas Ember Bridge vector
Owner & Executives
Kailie Middleton Abascal
Co-President, FINANCIAL PLANNER
- CRD
- #6758430
- Ownership
- 25% but less than 50%
(554) 321-9026
prime.north@oakcapital.com
in linkedin.com/in/element-meridian
Taylor Colby Anderson
Co-President, FINANCIAL PLANNER
- CRD
- #6812068
- Ownership
- 25% but less than 50%
(942) 616-1822
harbor.value@pioneercapital.com
in linkedin.com/in/radial-horizon
S
Signal crest
Element delta
- CRD
- #10228
- Ownership
- 29.9%
(889) 486-8866
catalyst.momentum@fusioncapital.com
in linkedin.com/in/catalyst-capital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $131,316,850 | $338,445 |
| Non-Discretionary | $0 | -- |
| Total | $131,316,850 | $338,445 |
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Separately Managed Accounts
Total SMA Asset: $131,316,850
Public Funds:
23.4% Equity - Exchange:
14.1% Cash:
62.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,682,856,534 | 23.4% |
| Equity - Exchange | $1,014,028,937 | 14.1% |
| Cash | $4,494,809,117 | 62.5% |
| Total | $7,191,694,588 | 100.0% |