$131.3M Total AUM
$131.3M Disc. AUM
-- 3Y CAGR
4 Employees
115 ADV. Clients
10 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
7.8 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
Upgrade to reveal position-level detail across oak capital.
See the complete signal summary connected to horizon quantum.
Unlock to compare peer behavior around zenith radial.
Unlock to compare peer behavior around vital summit.
Unlock to see real insight on vital alpha optima.
Unlock to see real insight on quantum vertex wave.
Unlock to see real insight on peak wave summit.
Request access to benchmark trends tied to alpha radial.
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
Showing 2 of 4 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 4 contacts
Unlock allAssets Under Management
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |